Emerging Markets:
From Niche to Necessity

Today’s emerging market economies barely resemble those of 30 years ago, when they were primarily known for commodities and low-cost manufacturing. Today, increased transparency, innovation and sharply higher consumer incomes are driving some of the world’s fastest-growing economies. And we’re on the ground in this changing world. In a crowded field, partnering with an asset manager that has a local presence, time-tested philosophy, and proven results can make all the difference.


Strategy Profile
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Strategy Update
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Here’s how we’re uncovering emerging market opportunities for Canada’s institutional investors.

Local knowledge, global reach

80+ investment professionals with 17 years average industry experience, across 16 countries

In a sea of overlooked and under-researched companies, there’s no substitute for local market knowledge.

Our on-the-ground investment team of more than 80 portfolio managers and analysts across 16 countries distinguishes Franklin Templeton Emerging Markets Equity from the crowd. Investors benefit from our networks of local business contacts, access to in-person company visits and real-time response to local market events.

Our team

Manraj Sekhon, CFA
Chief Investment Officer, Emerging Markets Equity
25 Years of Experience

Bassel Khatoun
MS, Director of Research
Director of Portfolio Management
Frontier and MENA
Focus Area: Frontier MENA
17 Years of Experience

Chetan Sehgal
Senior Managing Director, Director of Portfolio Management
Focus Area: GEM and Small Cap
24 Years of Experience

Sukumar Rajah
Senior Managing Director, Director of Portfolio Management
Focus Area: Asia
28 Years of Experience

Tek Khoan Ong
Senior Managing Director, Director of Private Equity
31 Years of Experience

Additional Resources

Product Management

Investment Risk Management

Trading

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Alpha generated over time

Core philosophy: sustainable earnings power at discount

In emerging markets investing, patience is more than a virtue – it’s a philosophy.

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The famous value investor John Templeton said it best: “Buy stocks for less than they’re worth…and hold them as long as it takes for the markets to appreciate how undervalued they are.” It sounds simple. But patience is easier said than done – and it’s the execution of this philosophy that truly sets Franklin Templeton Emerging Markets Equity apart.

Proven investment process

A dynamic investment approach honed over 30+ years of changing markets

Transparency and repeatability are the tenets of our investment process—and we consider ESG factors in every investment decision we make.

Backed by the full suite of Franklin Templeton’s capabilities – including dedicated ESG and Risk teams – our Emerging Markets Equity team adheres to a risk-aware approach to portfolio construction that’s delivered strong long-term results for more than 30 years.

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Emerging markets are continuously evolving. And our dynamic investment process is designed to evolve along with this important asset class. What doesn’t change is our dedication to delivering exceptional institutional investment management.


Strategy Profile
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Strategy Update
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Looking for more information on our Emerging Market Strategies?


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