Built to understand change. Positioned to uncover opportunity.
Rooted in Silicon Valley and invested worldwide, Franklin Equity draws on perspectives across public and private markets, from growth to value. We seek to understand how innovation and transformational change are reshaping companies and industries, and where long-term value may emerge next.
Visibility across public and private markets gives us a differentiated view of how innovation and transformational change are reshaping companies and industries.
Fundamental depth and quantitative precision help us identify the catalysts reshaping earnings, competitive advantage and market expectations.
Independent teams across growth and value draw on shared global research and specialized expertise to challenge assumptions and strengthen investment decisions.
Artificial intelligence is making knowledge, expertise and decision making more scalable, reshaping how businesses operate, how industries compete and where long-term value is created.
Explore the innovations, adoption trends and investment implications driving this next phase of economic transformation, far beyond the technology sector.
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.
Chief Investment Officer
Co-Director of Research
Co-Director of Research
Head of Portfolio Construction and Quantitative Risk
Head of Trading
Head of Global Business Development
Director of Strategic Planning & Operations
October 22, 2026
How AI can improve quality, access and cost all at once. In this paper, Steve Burlingame revisits the "Iron Triangle", a decades-old framework for health care systems that focuses on the constraints between quality, access and cost.
October 21, 2026
This quarter’s spotlight reveals how innovation’s biggest opportunities often emerge beyond its original field, with breakthroughs in one area increasingly driving transformation across industries.
October 12, 2026
Matt Moberg answers five questions about AI’s next phase.
September 30, 2026
Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.
September 21, 2026
Convertible securities offer a blend of equity upside and bond-like stability, with growing issuance and diversification benefits that can help reduce overall portfolio risk.
September 17, 2026
Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.
September 15, 2026
Rethinking the S-Curve in the Age of Compounding Innovation.
August 3, 2026
As models commoditize, trusted execution becomes the competitive advantage.
July 28, 2026
Technological breakthroughs defined the first phase of AI, but what will the next phase bring? Learn more about the five AI shifts Franklin Equity’s Matt Cioppa is watching.
July 22, 2026
The latest Innovation Insights from Franklin Equity covers plant-inspired technology, gene therapies that point the way to longer lives, AI-powered World Cup analytics and more.
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.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.
