Fund Description

The fund seeks high total return by investing most of its assets in the stocks of companies the fund managers believe are undervalued and trading at a low price relative to book value.

Strategy Statement

"Our strategy is not aimed at trading gains and we don't consider the composition of any index. We seek companies that answer our investment criteria and assume we will hold them for several years."

Grace Hoefig


Grace Hoefig

Grace Hoefig

  • Joined Franklin Templeton in 2008
  • Managed Fund Since 2012

You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.