Franklin Templeton's capabilities in equity investing date back to the origins of the firm in the 1940s. Our approach across the variety of equity strategies we manage emphasizes bottom-up stock selection within a disciplined portfolio construction process, and is complemented by our ongoing assessment of risk at both the security and portfolio level.
The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing growth, value and hybrid/balanced equity strategies that cover global, regional and sector specialties. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research.
Growth
Our goal of investing in high-quality companies with the potential for long-term sustainable growth can provide significant opportunities for investors. We focus on companies across the full global opportunity set that meet our criteria of:
Value
Our diverse set of US Value strategies focus on long-term capital appreciation or total return, using several distinct investment approaches:
Hybrid/Balanced
By combining the investment philosophies and expertise of both Franklin Equity Group and Franklin Templeton Fixed Income Group®, our hybrid/balanced strategies provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced short-term volatility.
Established | 1947 |
Style | Growth, Hybrid/Balanced, Value |
Capabilities | Global, Regional, Sector |
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At Franklin Mutual Series, our focus is on recognizing value that most other investors might miss. We believe that despite short-term market fluctuations, cash flow, revenue and the intrinsic value of companies ultimately drive stock prices in the long run. Our goal is to deliver solid, risk-adjusted returns, over the long-term.
Since 1949, Franklin Mutual Series' pursuit of value has been the underlying force driving our strategy.
Established | 1949 |
Style | Deep Value |
Capabilities | Global, Regional |
Strengths |
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Templeton is a pioneer in managing global/international and emerging markets equities, leveraging its legacy of one culture, one philosophy, and one process for the benefit of investors since 1940. We believe independent thinking, discipline, and patience are essential to capturing long-term opportunity. To this end, the entire Templeton organization is built around conducting deep, on-the-ground research and using it to deliver distinct global investment insights.
Templeton Global Equity Group
Templeton has consistently applied its disciplined, value-driven approach to global and international markets investing. All investment decisions are guided by three core tenets:
Following Templeton Global Equity Group's bottom-up, long-term, value-oriented investment philosophy, our emerging markets team focuses on investment opportunities in emerging and frontier markets, where we seek to capitalize on the economic growth potential of these regions.
Established | 1940 |
Style | Value |
Capabilities | Global, Regional, Single-Country |
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