Thornburg Income Builder Opportunities Trust

Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) is a diversified, closed-end management investment company that aims to deliver a high level of total return, emphasizing current income and potential capital appreciation. The Trust, founded on July 28, 2021, and headquartered in Santa Fe, NM, seeks to achieve its objective by investing at least 80% of its managed assets, directly or indirectly, in a broad range of income-producing securities. TBLD's investment approach involves a diversified mix of high-yield bonds, preferred securities, convertible debt, and common stocks across U.S. and global markets. This flexible mandate allows for exposure to both domestic and international issuers, including investment-grade and below-investment-grade credit, as well as convertible and equity securities. The Trust may also invest up to 20% of its managed assets in equity and debt securities of emerging market companies. Additionally, TBLD employs an options strategy, with a notional amount typically between 10% and 40% of its managed assets, to generate income from options premiums and enhance risk-adjusted returns. The Trust is advised by Thornburg Investment Management, an independent, employee-owned firm. Sources: [1] https://www.marketbeat.com/stocks/NASDAQ/TBLD/ [2] https://www.stocktitan.net/overview/TBLD/ [3] https://markets.ft.com/data/equities/tearsheet/profile?s=TBLD:NSQ [4] https://stockanalysis.com/stocks/tbld/company/ [5] https://www.sec.gov/Archives/edgar/data/1820378/000119312520223773/d16526dn2a.htm [6] https://www.thornburg.com/pdfs/fact-sheet_income-builder-opportunities-trust/ [7] https://www.thornburg.com/wp-content/uploads/2022/06/TH4666_C-tbld-investor-brochure-ba21.pdf?v=1776718550