We invest in a diversified portfolio of dividend paying stocks, bonds, and hybrid securities such as equity-linked notes.1
Who We Are
Over 75 years of delivering consistent income
As pioneers in multi-asset income investing, our team takes a dynamic investment approach for investors seeking consistent income and growth. Our strategy is grounded in three guiding principles.
Broad diversification across multiple asset classes
Flexible allocation in pursuit of attractive income opportunities
We employ a nimble approach that can shift between equity and fixed income at any given time based on where we are finding the most attractive investment opportunities.
Focus on income and growth potential
Our managers look across the capital structure for securities that offer compelling current income and long-term growth potential, focusing on opportunities where our views may differ from the market consensus.
US$93.7bn
Assets under management (USD)2
1948
First strategy launched
24
Portfolio management team average years of experience2
Meet the Team
Backed by an experienced management team
Our portfolio management team, led by Ed Perks, has over 70 years of combined experience. They are supported by research teams representing Franklin Equity Group, Franklin Templeton Fixed Income, and Franklin Templeton Investment Solutions.
Edward D. Perks, CFA
Chief Investment Officer, Franklin Income Investors, President, Franklin Advisers, Inc.
Brendan Circle, CFA
Senior Vice President, Portfolio Manager
Todd Brighton, CFA
Senior Vice President, Portfolio Manager
Investment Approach
Top-down perspective combined with fundamental research drives portfolio construction
Our investment approach utilizes a top-down perspective combined with rigorous fundamental research to help uncover the most attractive investment opportunities.
Proprietary macro, equity and fixed income research in combination with team discussion and debate lead to investment ideas for income and total return generation
Thorough company analysis is conducted, with a focus on valuation, financial strength, market opportunity, competitive position, material ESG factors, and management experience
Risk vs. reward scenarios are analyzed at the security level to determine the optimal opportunity for income and capital appreciation potential within the capital structure
Our portfolio managers leverage inputs from the research process to develop a portfolio that is diversified and carries an appropriate level of risk while seeking to maximize income consistent with the strategy’s objective
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