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Wendy Trevisani, the co-manager of the Thornburg International Value Fund together with Bill Fries and Lei Wang, runs a focused and, yet, diversified portfolio. With no constraints on industries, capitalization sizes, or geographies, the fund looks anywhere to find value and growth
potential, including the emerging markets. Its long-term bias and a global approach allow the fund to spot opportunities that others may neglect and play them in a variety of ways. |