The managers of the Thornburg International Value Fund, a component of the Bradway Strategic Portfolio, have released their second-quarter commentary and outlook. For the quarter, the fund returned 1.1 percent, slightly below the benchmark return of 1.5 percent.
Although economic headlines during the quarter suggested the prospect of a slowdown in global growth, the team is optimistic for the second half of the year, due in part to the temporary nature of some of the economic challenges.
To read their full commentary, click here.
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