Franklin Equity Group

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.


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:

  1. Growth. Focus on companies with the potential to produce sustainable earnings and cash flow growth.
  2. Quality. Seek high-quality companies with strong management teams and financial strength.
  3. Valuation. Assess whether the growth opportunity is already reflected in the stock price.


Our diverse set of US Value strategies focus on long-term capital appreciation or total return, using several distinct investment approaches:

  1. Dividend Growth. Focus on companies that have demonstrated a long-term commitment to increasing dividends.
  2. Low Price-to-Book. Focus on companies representing “deep value” opportunities for longer-term capital growth.
  3. Traditional Value. Focus on companies having some combination of 1) stock prices that are low relative to current, historical, or future earnings; 2) recent sharp price declines, but potential for good long-term earnings prospects; 3) and valuable intangibles not reflected in the stock price.


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.

Franklin Equity Snapshot:
Established 1947
Style Growth, Hybrid/Balanced, Value
Capabilities Global, Regional, Sector
  • Experienced investment professionals covering all market capitalizations and styles.
  • Collaborative environment that balances autonomy with rigorous debate and accountability.
  • More than 60 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles.