
The IPO market reset
June 4, 2026
The IPO market has been waiting for a reset. Thoughts on the latest shifts in the tech sector from Franklin Equity’s Jonathan Curtis and Matt Cioppa.
Our expertise in innovation and underappreciated change drives our ability to invest in transformative opportunities before the market
Franklin Equity leverages seven decades of experience investing in innovation and structural disruption to identify where complex change unlocks lasting value.
Expertise investing in complex change fuels our differentiated perspective on how public and private companies accelerate growth and unlock value.
Leveraging fundamental depth and quantitative precision, we identify catalysts for transformation that reshape companies and industries.
Our expertise, spanning from growth to value, brings together diverse perspectives that help us spot opportunities ahead of the market.
Franklin Equity leverages diverse insights and specialized resources to identify where complex change unlocks lasting value.
Investing in dynamic transformation and underappreciated change for over seven decades.
Research from Silicon Valley and global financial hubs unlocks access to the world’s most interesting public and private companies.
We leverage expertise spanning from growth to value to offer 30+ investment strategies.
Franklin Equity brings together the complementary strengths of Franklin Equity Group, Franklin Mutual Series, Brandywine Fundamental Equity, and Brandywine Diversified Value Equity into a unified platform.
The fund seeks capital appreciation by investing primarily in companies which management believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.
The fund seeks capital appreciation by investing predominantly in equity securities of companies that the investment manager believes offer compelling growth opportunities. The investment manager considers many factors in the selection criteria, including quality, market share, and competitive positioning.
The fund seeks long-term capital growth by investing at least 80% of its net assets in the equity securities of companies with market capitalizations of generally less than $1.5 billion, or the highest market capitalization in the Russell 2000 Index, whichever is greater, at the time of purchase.

June 4, 2026
The IPO market has been waiting for a reset. Thoughts on the latest shifts in the tech sector from Franklin Equity’s Jonathan Curtis and Matt Cioppa.

June 1, 2026
Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.

May 18, 2026
Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.

April 16, 2026
The most exciting innovations aren't always the ones that break new ground—sometimes they're the ones that finally make breakthrough ideas work. This quarter’s spotlight reveals how researchers are removing practical barriers to turn promising laboratory technologies into deployable solutions, from agricultural robotics to dissolving medical devices, transforming theoretical possibilities into tools that can reshape industries today.

April 2, 2026
Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.

March 2, 2026
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.

February 18, 2026
Analyzing the recent volatility in the software sector, Franklin Templeton Institute and Franklin Equity offer a quick take on the speed of AI disruption and its market implications.

February 16, 2026
Franklin Equity believes biotechnology supports a highly selective, active approach, focused on identifying companies best positioned to translate innovation into durable value.

February 9, 2026
Portfolio Manager Steve Land answers five key questions on the disconnect between bullion and miners—and what it means for investors now.

February 5, 2026
Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.
Separately Managed Accounts (SMAs) are investment services provided by O’Shaughnessy Asset Management, LLC (OSAM), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by OSAM. Management is implemented by OSAM, or, in the case of certain programs, the program sponsor or its designee.
Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.
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Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.
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All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.