We bring together decades of in-depth expertise with 79 investment professionals covering all market caps and styles. Our sector team leaders average 24 years with the Firm while our analysts have an average tenure of 12+ years.
The Franklin Equity Group can trace its origins back to the founding of Franklin Resources; in fact, the team manages two of the first U.S. mutual funds launched by Franklin in 1948. Leveraging a long history with a focus on in-depth fundamental research, the team has managed through myriad market cycles, staying true to their investment disciplines to pursue long term returns for investors.
WHAT WE DO
Featured Capabilities
Deeply experienced investment team.
Disciplined and collaborative.
Our knowledge, experience and expertise are shared through strong communication and collaboration across and within teams.
Focused on results.
Infrastructure and support of a global organization allows investment professionals to focus on investment analysis and decisions.
At a glance
Our Expertise
79
investment professionals1
17+
years average industry experience1
12+
years average tenure1
44
CFA Charterholders1,2
Team Snapshot
| Established | 1948 |
| Style | Growth, Blend, Income |
| Capabilities | A broad range of equity strategies offering long-term capital appreciation |
Our Philosophy
All our strategies are based on the common belief that market participants can have a short-term perspective and can underestimate the value created by sustainable growth. That growth may come in the form of revenue, cash flow, or earnings for several of our strategies, or dividend income for others. We conduct fundamental, bottom-up, collaborative research focusing on companies that we believe have sustainable growth characteristics—those meeting our criteria of growth potential, quality and valuation.
Growth
- Focus on companies with potential to produce sustainable earnings and cash flow growth
- Evaluate the long-term market opportunity and competitive structure of the industry to target current and emerging leaders
Quality
- Seek companies with strong and improving competitive positions in attractive markets
- Seek to identify talented management teams as well as financial strength reflected in capital structure, gross and operating margins, free cash flow generation and returns on capital
Valuation
- Consider a range of potential outcomes based on assessment of multiple scenarios
- Consider whether or not security prices fully reflect the balance of the sustainable growth opportunities relative to the business and financial risks
Strategies
We offer a full suite of equity strategies including growth, value, global, regional, sector, thematic, and convertibles.3
Sustainable Investing
Environmental, Social and Governance (ESG) considerations are ingrained within our Growth and Quality framework and are supported by a centralized team of in-house ESG professionals.3
Extensive data sources
• Proprietary rating system and ESG dashboard inform PM views
• Bespoke research supplemented and supported with third-party vendor data
Commitment to ESG
• Member of numerous industry organisations and working groups
• Portfolio manager and Analyst compensation tied to ESG implementation
Active engagement
• Frequent interaction with ESG and senior leaders at portfolio companies
• Development interaction of in-house engagement tracker
Alpha generation
• Broadens and lengthens consideration of sustainability risks
• Informs risk/reward assessment of individual company performance prospects
