Presentations (10)
Thornburg Investment Management
3rd Quarter 2016 Portfolio Manager Commentary Thornburg Better World International Fund As this is the fund’s first anniversary, we believe it fitting to begin with r ­eintroducing who we are and what we do. Better World International Fund seeks attractively priced stocks of quality companies that have sustainable business models and compelling growth prospects and, critically,...
Thornburg Investment Management
Sustainable Investing as Performance Investing Rolf Kelly, cfa | Portfolio Manager January 2016 (updated May 2016) How does a best-in-class, publicly traded company that incorporates high standards for its environmental impact, social values, and corporate governance generate meaningful returns for its shareholders? By doing just that. Executive Summary • The reputation of...
Thornburg Investment Management
ESG Momentum Stocks: Sustainable Investing’s Diamonds in the Rough Rolf Kelly, cfa | Portfolio Manager Charles Roth | Global Markets Editor September 2016 One of the challenges that confronts retirees and their advisors is how to prevent having to sell their hard-earned retirement assets at the wrong time. We have all heard the age-old investment adage “Buy Low and Sell...
