Analysts search for high-quality growth companies with sustainable business models at reasonable prices, resulting in a concentrated yet diversified portfolio of approximately 35-40 holdings.
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Learn MoreA best of breed approach to accessing growth companies from around the world
Analysts search for high-quality growth companies with sustainable business models at reasonable prices, resulting in a concentrated yet diversified portfolio of approximately 35-40 holdings.
HIGH CONVICTION
PORTFOLIO
Research-intensive, best of breed approach in search of attractive investment opportunities located anywhere in the world
SUSTAINABLE GROWTH
Focused on high-quality growth opportunities with exposure to long-term secular growth drivers
DIVERSIFIED APPROACH
Selects companies across industries and regions whose earning streams are not highly correlated
We assume a long-term perspective, researching stocks that we believe we can hold for three to five years as the companies execute their growth model.
RESEARCH-DRIVEN
APPROACH
In-depth, fundamental analysis seeks to identify companies that may be earlier in their growth cycle and overlooked by the market
BENCHMARK INDIFFERENT
Search without borders for attractive opportunities, including companies down the market cap spectrum relative to the index
FORWARD-LOOKING RISK
MANAGEMENT
Seeks to manage risk by limiting economic overlap among holdings
The highly experienced portfolio management team, located in New York and Sydney, is supported by the in-depth research of 9 dedicated global analysts. The team also benefits from access to the broader Franklin Equity Group with approximately 100 equity investment professionals globally.
Don Huber
SVP, Portfolio Manager
New York, NY
29 Years Industry Experience
John Remmert, CFA
SVP, Senior Portfolio Manager
New York, NY
34 Years Industry Experience
Francyne Mu, CFA
VP, Portfolio Manager/Research Analyst
Sydney, Australia
20 Years Industry Experience
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