The strategy aims to achieve capital appreciation by focusing on high-quality companies across the market cap spectrum that the team believes are best-in-class companies levered to multi-year growth trends or have emerging profit cycles. The team believes attractive risk-adjusted returns can result from investing in companies with strong prospects for sustainable growth that is not already reflected in their current stock prices.
Differentiated Portfolio
The strategy’s portfolio consists of high-quality sustainable growth companies that often leverage innovation for competitive advantage. The team takes a conviction-weighted approach to growth investing. Sector allocations are diversified; technology, health care and consumer discretionary are typically well represented.
A Proven Investment Process
The team employs fundamental bottom-up research to identify sustainable growth opportunities across the full market capitalization spectrum. The team seeks companies with strong and improving competitive positions in attractive markets. When selecting securities, the portfolio managers focus on companies that have exhibited accelerating growth and strong financial records.
Experienced Portfolio Management Team
Experienced management team with an advantaged location near the heart of Silicon Valley. Crucial to the investment process is the collaborative interaction between research analysts and portfolio managers.
Important Legal Information
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy.
This site is intended only for APAC Institutional Investors and Consultants. Using it means you agree to our Anti-Corruption Policy.
If you would like information on Franklin Templeton’s retail mutual funds, please visit www.franklinresources.com to be directed to your local Franklin Templeton website.
Beware of scams! Do not provide bank, credit card, investment, insurance and MPF account (for HK investors) or other key personal information via hyperlinks embedded in suspicious messages purported to be coming from our institution!
Public Statement: Protect Your Investments
Franklin Templeton has recently become aware of the unauthorized use of our name and branding by certain websites, third-party platforms and mobile applications, which falsely present themselves as representatives of Franklin Templeton or as authorized agents for distributing Franklin Templeton funds and products. In some cases, they falsely claim to operate cryptocurrency trading platforms under the Franklin Templeton name.
Franklin Templeton categorically states that these websites, platforms and applications are NOT AFFILIATED with Franklin Templeton and are NOT AUTHORIZED to offer, promote, or accept trades on behalf of Franklin Templeton. To protect your investments, please ensure that all investments into Franklin Templeton funds and investment products should only be made via our authorized distributors and licensed personnel.
Franklin Templeton will refer these matters to the appropriate authorities for investigation, where required. If you are in any doubt regarding the authenticity of the information you have received about Franklin Templeton, please validate the communication by contacting us here.
We urge all investors to remain vigilant and exercise caution.
Please accept the terms and conditions before continuing:
THIS AREA OF THE WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS AND PROFESSIONAL ADVISORS IN HONG KONG, MALAYSIA AND SINGAPORE, AND QUALIFIED DOMESTIC INSTITUTIONAL INVESTORS AND ITS CONSULTANTS IN THE PEOPLE’S REPUBLIC OF CHINA (FOR THE PURPOSE OF THIS DOCUMENT, EXCLUDING HONG KONG, MACAU SPECIAL ADMINISTRATIVE REGION AND TAIWAN) (THE “PRC”) (AS THE CASE MAY BE). IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC AND FINANCIAL ADVISERS, PLEASE REFER TO THE RETAIL INVESTOR SECTION OF YOUR LOCAL FRANKLIN TEMPLETON WEBSITE. IF YOU ARE NOT AN INSTITUTIONAL INVESTOR OR PROFESSIONAL ADVISOR, PLEASE EXIT FROM THIS WEBSITE. BY PROCEEDING, YOU CONFIRM THAT YOU ARE AN INSTITUTIONAL INVESTOR OR PROFESSIONAL ADVISOR.
INFORMATION IN RELATION TO FRANKLIN TEMPLETON COMPANIES
INFORMATION RELATING TO PORTFOLIO HOLDINGS
Portfolio Holdings for Non-U.S. Funds/Non-U.S. Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”. IF YOU ARE NOT AUTHORISED TO ACCESS HOLDINGS INFORMATION OR YOU DO NOT WANT TO BE BOUND BY THE TERMS OF THIS AGREEMENT YOU SHOULD NOT ACCEPT HOLDINGS INFORMATION.
FRANKLIN TEMPLETON INVESTMENTS TERMS AND CONDITIONS RELATING TO THE USE AND NON-DISCLOSURE OF PORTFOLIO HOLDINGS FOR NON-U.S. FUNDS/NON-U.S. ADVISERS
