Fund Description

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 historical and potential growth in revenues and earnings, assessment of strength and quality of management, and determination of a company’s strategic positioning in its industry.

Strategy Statement

"Market participants often underestimate the pace and duration of growth. We aim to add value with differentiated, long-term views and a focused portfolio of securities."

Management

Matthew Moberg

Matthew Moberg

  • Joined Franklin Templeton in 1998
  • Managed Fund Since 2016

Strategy, Benefits, Results

Strategy

We use bottom-up research to identify companies with compelling and sustainable growth trajectories whose current valuations don't reflect our views of their long-term prospects. Our process emphasizes factors such as quality, market share, competitive positioning, and the evolution of innovation. The end result is a growth-focused portfolio of 25-50 securities.

Benefits

- Seasoned portfolio manager supported by deep team of fundamental research analysts
- Concentrated yet diversified exposure to high-conviction growth equity investments
- Strategy aligns with the long-time horizon of many investors

Investing In The Fund

  • All investment involve risks, including possible loss of principal.
  • To the extent the fund focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a fund that invests in a wider variety of countries, regions, industries, sectors or investments.
  • Growth stock prices reflect projections of future earnings or revenues, and can, therefore, fall dramatically if the company fails to meet those projections.
  • The fund is actively managed but there is no guarantee that the manager’s investment decisions will produce the desired results.
  • The fund may also invest in small- and mid-capitalization companies, which can be particularly sensitive to changing economic conditions, and their prospects for growth are less certain than those of larger, more established companies.
  • Foreign investing carries additional risks such as currency and market volatility, and political or social instability; risks which are heightened in developing countries.
  • These and other risks are described more fully in the fund's prospectus.

Minimum Investment

See Prospectus

How Financial Professionals Help You

Speak with your financial professional about whether this fund is appropriate for you.

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