Idea Generation Focused on Growth Sustainability and Quality
- Evaluate companies demonstrating attractive growth trajectories
- Leverage PM market intelligence and analyst input to identify potential investments
Overview
Market participants often underestimate the pace and duration of future growth, creating mispricing opportunities. We believe a concentrated approach which emphasizes growth sustainability and differentiated long-term expectations has the potential to generate excess return over a full market cycle. We seek U.S. companies that we believe are poised for revenue, earnings, or asset growth and whose valuations do not fully reflect their long-term growth potential relative to business and financial risks.
Key Features
Fundamentally-Driven Research
- Seek positive inflections, such as earnings acceleration
- Employ bottom-up, fundamental research to identify compelling opportunities that meet our sustainable growth profile
- Investment team located near the heart of Silicon Valley
Flexible and Opportunistic Portfolio Construction
- Conviction-weighted portfolio construction
- Weightings driven by differentiated perspective of the companies’ sustainability or pace of growth
- Build a diverse portfolio according to end-markets, not formal sector classifications
Risk-Focused Sell Discipline
- Sell-discipline seeks to manage risk and reduce the downside
- Well-defined sell criteria for securities with meaningful absolute or relative price deterioration
Management Team
Contact us to learn about our investment capabilities
Other Strategies to Consider
Important Information
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. 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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If you would like information on Franklin Templeton’s retail mutual funds, please visit www.franklintempleton.com.