We believe fundamental research is the most effective method to identify these high-quality opportunities, and that by combining bottom-up stockpicking with skilled portfolio construction we can deliver consistent risk-adjusted returns for our clients.
Why Invest in the Trust?
In more than 20 years of investing, my belief has always been that to be a ‘proper investor’ is to be a long-term investor
Zehrid Osmani
Head of Global Long-Term Unconstrained
Think: Franklin Global Trust
Franklin Global Trust is managed by Franklin Equity Group who are active equity specialists, crafting high-conviction portfolios for client-focused solutions
Central to Franklin Equity Group's investment philosophy is the belief that equity markets undervalue companies that deliver growth through sustainable long-term value creation. We believe that the very best way to capture returns for our clients is to invest for the long term by identifying high-quality opportunities at sensible valuations.
So how do we go about this?
Fundamental research
Dynamic risk
Overlaying all of this is an independent and dynamic risk function that enables an optimum risk allocation, with all portfolios continuously monitored for correlated, unintended and excessive risk.
Stewardship
Effective stewardship of capital is at the heart of our client proposition. Central to this is a highly differentiated approach to ESG analysis which is embedded in every part of the investment process. From this we gain a holistic view of investee companies and an insight into their culture.
