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Thornburgh Investment Management, a global investment firm with $44 billion in assets under management, has just launched four funds licensed by the Securities and Futures Commission (SFC) for retail distribution in Hong Kong. be.
They include the Thornburg Investment Income Builder Fund; Thornburg Strategic Income Fund. Thornburg Limited Term Income Fund; and Thornburg Global Opportunities Fund.
This launch marks Thornburg’s first product introduction to retail investors in Hong Kong. The company has continued to expand in Asia since launching the Thornburgh Limited Term Income (UCITS) fund in Taiwan in September 2023.
“The introduction of the four funds into the Hong Kong retail market is part of our broader plan to expand in Asia and expand our global distribution,” Jonathan Schumann, Thornburg’s international head, said in a statement. This will strengthen our growth strategy.”
Mr. Thornburgh’s Investment Income Builder Fund (UCITS) aims to provide investors with a level of return that exceeds the average yield of U.S. stocks in general. The fund is expected to grow on a per-share basis over many years, subject to periodic fluctuations, and is managed by Matt Burdett, Brian McMahon, Ben Kirby and Christian Hoffman. the company added.
The Thornburg Strategic Income Fund (UCITS) is designed to provide investors with high levels of current income as well as long-term capital growth. It is run by Ron Erickson, Christian Hoffman, Jeff Klingelhofer, and Ali Hassan.
Thornburg’s Limited Term Income Fund (UCITS) seeks to provide investors with the highest level of current income consistent with the safety of their capital through investments in short-term and intermediate-term investment grade debt denominated in U.S. dollars. The purpose is It is run by Ron Erickson, Christian Hoffman, and Jeff Klingelhofer.
Finally, Thornburg’s Global Opportunities Fund (UCITS) aims to provide investors with long-term capital appreciation by investing in a full range of stocks and bonds from issuers around the world. That’s what I mean. It is run by Brian McMahon and Miguel Oreaga.
Thornburgh was founded in Santa Fe, New Mexico in 1982. He established Thornburgh Investment Management (Asia) Limited in 2019 as a Hong Kong-based regional office serving clients across Asia.
