TXUE opportunistically constructs a portfolio of 50-55 non-US large-cap issuers across sectors and developed markets. Investments consist of basic value stocks, consistent earners, and emerging franchises. The objective is to optimize risk-adjusted returns by identifying undervalued companies with strong fundamentals, including those mispriced due to unfavorable market perceptions or industry-specific challenges. Positions are based on bottom-up fundamental analysis of company-specific factors, complemented by macroeconomic insights on interest rates, inflation, and geopolitical trends. While predominantly focused on large-cap stocks, the fund may invest across all capitalizations. The fund may use derivatives, such as currency forwards, to hedge foreign currency exposure.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Thornburg

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

20 ม.ค. 2568

ISIN

US88521L3069