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$180bn

Assets under management as of 09/30/25

100+

Investment professionals

75+ Years

Equity investment experience

Change is constant. We are dynamic.

Franklin Equity leverages seven decades of experience investing in innovation and structural disruption to identify where complex change unlocks lasting value.

Understand innovation from every angle

Expertise investing in complex change fuels our differentiated perspective on how public and private companies accelerate growth and unlock value.

Turn complexity into clarity

Leveraging fundamental depth and quantitative precision, we identify catalysts for transformation that reshape companies and industries.

Together we see further

Our expertise, spanning from growth to value, brings together diverse perspectives that help us spot opportunities ahead of the market.

Reasons to choose Franklin Equity

Franklin Equity leverages diverse insights and specialized resources to identify where complex change unlocks lasting value.

Reason 1

Experience

Investing in dynamic transformation and underappreciated change for over seven decades.

Reason 2

Insight

Research from Silicon Valley and global financial hubs unlocks access to the world’s most interesting public and private companies.

Reason 3

Breadth

We leverage expertise spanning from growth to value to offer 30+ investment strategies.

Franklin Equity leadership team

Christian Correa, CFA

Co-Chief Investment Officer

Jonathan Curtis

Co-Chief Investment Officer

Andrew B. Dinnhaupt, CFA

Co-Director of Research

Joyce Lin, CFA

Co-Director of Research

SR

Surajit Ray, Ph.D.

Head of Portfolio Construction and Quantitative Risk

Sarah Copren

Head of Trading

Mel Bucher

Head of Global Business Development

Amber M. Saft

Director of Strategic Planning & Operations

Insights

18 DECEMBER 2025

Global equity outlook 2026: Renewed tailwinds for quality growth

Franklin Equity Group suggests markets seem to be transitioning from a narrow, liquidity-driven regime to one shaped by fundamentals, innovation, and active management.

17 DECEMBER 2025

The Goldilocks risk: What if things go right in 2026?

Franklin Equity Group’s Grant Bowers suggests the US economy may be approaching a Goldilocks equilibrium in 2026, supported by stable growth, anchored inflation and policy tailwinds.

16 DECEMBER 2025

Three reasons tech could lead the market — again

Franklin Equity Group’s Matt Cioppa suggests we’re in the midst of a multi-year AI super-cycle, and this will keep us optimistic on the technology sector in 2026.

15 DECEMBER 2025

Beyond tech: The rest of the economy is waking up

Innovation is broadening beyond technology—transforming every sector of the economy, from transportation and health care to energy and retail. Learn more from Franklin Equity Group’s Matt Moberg.

27 NOVEMBER 2025

2026: The year innovation becomes the economy

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tech sector to become engines of value creation across every industry.

13 OCTOBER 2025

Colossal Tech: How AI capex is shaping the economy

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.