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Strategy Overview 

The strategy invests in a select portfolio of quality international small-cap companies. Investment universe includes companies with a market capitalization from US$100 million to US$5 billion at the time of investment.

Key Features

Small Cap Expertise

Managed by an investment team dedicated to researching small-cap companies and with extensive experience in the asset class

Research Driven Portfolio 

Taps into the team’s most compelling ideas, typically 25-45 stocks. Each is chosen on the recommendation of team analysts following in-depth fundamental analysis. 

Strong Focus on Risk Management 

Risk is managed through our disciplined bottom-up investment process, using valuation as a tool to establish buy and sell targets. Company research includes analysis of both upside potential and downside scenarios to help manage risk

Management Team

Franklin Equity Group

Contact us to learn about our investment capabilities

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All investments involve risks, including possible loss of principal. Generally, those offering potential for higher returns are accompanied by a higher degree of risk. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Smaller, relatively new and/or unseasoned companies can be particularly sensitive to changing economic conditions, and their prospects for growth are less certain than those of larger, more established companies. Special risks are associated with foreign investing, including currency fluctuations, economic instability, and political developments. Investments in emerging markets involve heightened risks related to the same factors and are less liquid. 

There is no assurance that the employment of this strategy will result in the investment objective being achieved. Various account minimums or other eligibility qualifications apply depending on the investment strategy or vehicle.

The information contained on this webpage is intended only as a general overview of Franklin Templeton investment capabilities and is for informational purposes only and should not be construed or relied upon as investment advice.

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. It does not constitute legal or tax advice.

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