Vinson Walden and Brian McMahon, who manage the Thornburg Global Opportunities Fund, picked through the rubble in the U.K. stock market after last year’s Brexit vote to find golden opportunities. Walden said they’re still making most of the mutual fund’s new investments outside the U.S.
The Thornburg Global Opportunities Fund is run by Thornburg Investment Management of Santa Fe, New Mexico. The $ 2.3 billion fund is able to buy securities anywhere in the world, including the U.S. The portfolio is concentrated, typically holding 40 or fewer stocks.
Here’s how the fund’s class A shares