Franklin Templeton Expands Emerging Markets Equity Team with Appointment of Jason Zhu Guoqing and Yu-Jen Shih

From Franklin Templeton Investments
contact Lisa Gallegos and Stacey Coleman
Telephone 650-312-3395/650-525-7458

San Mateo, CA, December 12, 2018 – Franklin Templeton Investments today announced the appointment of Jason Zhu Guoqing (朱国庆) as Managing Director and Director of Portfolio Management – China within Franklin Templeton Emerging Markets Equity’s (FTEME) investment team, and Yu-Jen Shih[1] (施禹任) as Portfolio Manager and Deputy Director of Research for FTEME, with a focus on portfolio management in Asia. Mr. Zhu will be based in Franklin Templeton’s Shanghai office, and Mr. Shih will be based in Singapore. Both will report to Sukumar Rajah, Senior Managing Director and Director of Portfolio Management for FTEME, with Mr. Shih also working closely with Tek Khoan Ong, Director of Research for FTEME.

A Chinese national and native Mandarin speaker with over 20 years of Chinese equity investment experience, Mr. Zhu will assume research and portfolio management responsibilities for China A-shares. Mr. Zhu joins from Fullerton Fund Management where he was Director of Investment and Head of China Equity, leading its equity team in Shanghai. He oversaw the QFII and RQFII mandates and won the Asia Asset Management’s 2016 Best of the Best Awards for China A-Share Equity (10 years) during his tenure. Previously, he spent a decade at Franklin Templeton Sealand Fund Management where he last served as the Head of Equity Investment. Mr. Zhu graduated from Fudan University with a Bachelor of Science in Applied Mathematics and a Master of Economics in International Business Management. He is also a CFA© charterholder.

Mr. Shih brings over two decades of global and Asia investment experience and will be a Portfolio Manager with a focus on Asia. Additionally, as Deputy Director of Research, he will support the consistency and robustness of FTEME’s research process and the ongoing development of timely, high quality investment ideas by its analyst team. He joins from Fullerton Fund Management in Singapore where he was responsible for various equity funds and was the lead manager of several Asia-focused equity funds. Previously, he was an equity portfolio manager at Henderson Global Investors and at Baring Asset Management, based in London. Mr. Shih has a Master of Science in Finance and a Master of Engineering from Imperial College. He is also a CFA© charterholder and a native Mandarin speaker.

“Jason and Yu-Jen are both seasoned investors with extensive experience, and we are excited to have them join our team as we continue to deepen our research and develop investment strategies for clients,” said Mr. Rajah, Senior Managing Director and Director of Portfolio Management for FTEME. “We employ a bottom-up, research-focused, long-term oriented approach that relies on having a strong team of locally-based investment professionals who use their on-the-ground access, insights and expertise to evaluate investment opportunities across emerging markets. We are very happy to have Jason and Yu-Jen adding to our presence in Asia.”

Manraj Sekhon, Chief Investment Officer for FTEME, added, “I have known both Jason and Yu-Jen for a number of years and hold high regard for their investment acumen in China and Asia, respectively. These senior hires, with proven track records, demonstrate our continued commitment to invest in top tier investment talent and also to deepen our bench in China and Asia. This reflects the opportunities we see in Asia as the key engine within global emerging markets and is a reaffirmation of our focus on China as the investment universe grows with A-share index inclusion. These appointments will also better position us to deliver compelling new equity strategies in China and Asia.”

About Franklin Templeton Investments

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company’s more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in more than 30 countries, the California-based company has 70 years of investment experience and over US$683 billion in assets under management as of November 30, 2018. 

For more information, please visit Access perspectives from Franklin Templeton emerging markets investment professionals around the world at @FTI_emerging or the Investment Adventures in Emerging Markets blog.

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