Franklin Mutual Series

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.

Franklin Mutual Series

Since 1949, Franklin Mutual Series' pursuit of value has been the underlying force driving our strategy.

  1. Opportunistic Value Investors - Our core investments are in undervalued stocks with viable catalysts that we believe will change the way the market views their true worth, thus unlocking value for our shareholders. Through bottom-up research, we seek to find value wherever it hides. This approach allows us to find opportunities throughout all parts of the business cycle.
  2. Think and Act Like Company Owners - We aim to be diligent in our analysis and disciplined in our purchases so that we only buy securities trading at a significant discount to what we think they are intrinsically worth. Additionally, we have a responsibility to our shareholders and will be activist investors if their interests need to be protected.
  3. Strive To Reduce Risk - Undervalued stocks are by definition discounted, which we believe reduces risk. In addition, our select investments in distressed securities and merger arbitrage, both natural extensions of our value strategy, tend to be affected less by broad market movements than by the specifics surrounding each particular situation.

Franklin Mutual Series Snapshot:
Established 1949
Style Deep Value
Capabilities Global, Regional
Strengths
  • Over six decades of deep value investing
  • Strategy combines the key elements of investing in undervalued stocks and, to a lesser extent, merger arbitrage and distressed securities
  • Activist investors when necessary