Franklin Global Small-Mid Cap Fund

Investment Objective and Strategy

The fund seeks long-term capital appreciation by investing primarily in equity or equity-related securities of small and midcap companies around the world.

Disciplined stock picking. Ideal for investors seeking to focus on small and medium-sized companies around the world with sustainable growth potential and attractive valuation.

Concentrated portfolio of 30 to 60 companies. Establishment of “best ideas” portfolio through in-depth analysis and selection of individual securities.

Established strategy. Investment strategy first launched in Europe in 2002.

Emphasis on risk management. Regular risk analysis carried out at individual security level, supported by an independent risk team.

First-hand knowledge. Numerous visits made to companies already in the portfolio and their competitors to unearth new opportunities and evaluate existing investments.


Pankaj Nevatia

  • New York, United States
  • Years with firm: 9
  • Years of experience: 15

Ed Lugo

  • New York, United States
  • Years with firm: 18
  • Years of experience: 29