
4 JUNE 2024
Value and Growth: The Indivisible Dichotomy
Mutual Series’ Director of Research Grace Hoefig explains how value investing involves more than just computing ratios.
At Franklin Mutual Series, we have helped investors achieve their long-term goals for over 70 years through our commitment to value investing. Stock selection is our specialty. Our investment approach focuses on fundamental analysis in order to identify companies trading below fair value that also offer catalysts to unlock shareholder value. We source opportunities and construct them into US, global and non-US portfolios, with a focus on delivering attractive risk-adjusted returns to clients.

Showing 8 of 12
Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision.
Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.