High-conviction
A portfolio of the best emerging market companies identified by ClearBridge’s fundamental bottom-up research process.
Why Franklin ClearBridge Emerging Markets Fund
The Fund offers investors an opportunity set of superior, growth-driven companies propelled by the long-term trends of growing populations, rising urbanisation, and an expanding middle class.
Award Winning Team
The emerging markets team has a wealth of investment and emerging markets experience.
Risk Management
Portfolios emphasise stock specific conviction whilst maintaining broad diversification. Every holding is backed by proprietary investment research.
Learn More About the Fund
Alastair Reynolds and the Emerging Markets team discuss their process for identifying attractive emerging market investments.
The interplay of mega cities with new technology and the rapid growth of middle class consumers is giving rise to some truly world class emerging market companies.
Philosophy & Process
Driven by in-depth research, the Fund seeks to identify leading emerging market companies trading at attractive valuations to create a portfolio of strong businesses leveraged to the growth of the world's most dynamic economies.
Co-portfolio Manager Approach
Each member of the emerging markets team has a dual role as both portfolio manager and analyst and is responsible for idea generation, research, security selection and portfolio construction.
Proprietary Modeling
Proprietary modeling techniques are used to perform sensitivity analysis, explore scenarios, and make valuation comparisons across multi-country investment universe.
Long-term Investing
Investing based on three-to -five-year horizons allows the Fund to fully capture short-term mispricing opportunities and can result in low portfolio turnover.
Meet the Team
The Fund’s investment team has a wealth of experience in emerging market investing, with over 100 years combined investment experience.
Aimee Truesdale
Portfolio Manager
Alastair Reynolds
Portfolio Manager
Andrew Mathewson, CFA
Portfolio Manager
Colin Dishington, CFA
Portfolio Manager
Divya Mathur
Portfolio Manager
Paul Desoisa
Portfolio Manager
Paul Sloane
Portfolio Manager
Fundamental ESG Integration
ClearBridge believes ESG factors are important drivers of long-term performance. Proprietary ESG resources, including industry frameworks to highlight the most relevant topics for engagement with company management.
Relevance Frameworks
Leverages proprietary ESG industry frameworks to highlight the most relevant factors influencing long-term investment performance.
Active Engagement
The team actively engages management of portfolio companies in discussions of relevant ESG considerations.
SGD Mapping
Each company is mapped to UN Sustainable Development Goals to provide the team a sense of climate exposure at the portfolio level.
How to Invest
Learn more Franklin ClearBridge Emerging Markets Fund by contacting your Franklin Templeton representative or our Client Services team at 1.800.387.0830 (Monday-Friday 8:00 a.m. – 8:00 p.m. ET).
