Sean Koung Sun, CFA
Portfolio Manager and Managing Director
Sean Sun is a portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as an equity research analyst and was promoted to associate portfolio manager in 2015 and portfolio manager in 2017.
Sean holds an MBA with concentrations in finance and entrepreneurship from the University of Chicago Booth School of Business and a BA in economics from the University of California at Berkeley, where he was a Regents’ and Chancellor’s Scholar. He is also a CFA charterholder. Prior to joining Thornburg, Sean held portfolio analysis and modeling positions at Bank of America. Prior to business school, he was a product manager at HSBC.
22years in industry
14years at Thornburg
Investments Managed
Insights
Markets & Economy
Ferrari’s Electric Future and the Evolution of Luxury Investing
Hear insights from Ferrari's Capital Markets Day and meetings with Brunello Cucinelli, exploring how luxury brands balance exclusivity with growth in global markets.
Markets & Economy
Luxury Brands Navigate China Slowdown and Tariff Pressures
We evaluate shifting consumer spending patterns amid global macro and geopolitical headwinds.
Global Equity
Investment Perspectives from the Road: European Luxury Goods
Explore how luxury investing thrives on scarcity, heritage, and global demand, offering resilience and long-term growth potential.
Markets & Economy
The High-Quality Case for Investing in Global Luxury Goods
Field research in Europe illustrates how active management and fundamental work uncover quality non-U.S. equity opportunities in the $1.7T global luxury space.
Global Equity
International Equity: The Power of Global Diversification
International equities are a much more differentiated set of companies and industries than the U.S., which can help investors construct a diversified portfolio in the midst of global volatility.
Global Equity
Generative AI: Finding Undervalued Investment Opportunities
Are there ways to invest in Generative AI that can help diversify the risk besides putting all the eggs in the U.S. large cap basket?
Global Equity
Global AI Winners: Identifying Key Investment Opportunities
Gain investment insights into the companies driving this technological shift and their impact on global markets.
International Growth
Tread Carefully: Investment Opportunities in Artificial Intelligence
Portfolio Manager Sean Sun shares his thoughts about investment opportunities arising from AI models and the advantages of active management.
Investment Tactics
Blockchain on the Brink of an Investment Revolution
Portfolio Manager and Managing Director Sean Sun explains the paradigm shift around blockchain technology and the opportunities it presents for investors.
Investment Tactics
Metaverse: A Social Sandbox for Communication, Interaction, and Investment Opportunities
The metaverse is coming, but we believe investing in it today requires selecting opportunities among the underlying infrastructure.