THVRX – Fund Analysis – Thornburg International Equity R4 | Morningstar

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Will THVRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THVRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the THVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of THVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy doesn’t stand out.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

While Thornburg International Equity’s comanagers are experienced and its process is reasonable, neither offers an edge on peers.

by Todd Trubey

Rated on Mar 5, 2024 Published on Mar 5, 2024

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