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The Franklin Equity Group can trace its origins back to the founding of Franklin Resources; in fact, the team manages two of the first U.S. mutual funds launched by Franklin in 1948. Leveraging a long history with a focus on in-depth fundamental research, the team has managed through myriad market cycles, staying true to their investment disciplines to pursue long term returns for investors.

WHAT WE DO

Featured Capabilities

Deeply experienced investment team.

We bring together decades of in-depth expertise with 63 investment professionals covering all market caps and styles. Our sector team leaders average 24 years with the Firm while our analysts have an average tenure of 14+ years.

Disciplined and collaborative.

Our knowledge, experience and expertise are shared through strong communication and collaboration across and within teams.

Focused on results.

Infrastructure and support of a global organization allows investment professionals to focus on investment analysis and decisions.

At a glance

Our Expertise

63

investment professionals1

17+

years average industry experience1

14+

years average tenure1

36

CFA Charterholders1,2

Team Snapshot

Established 1948
Style Growth, Blend, Income
Capabilities A broad range of equity strategies offering long-term capital appreciation

Our Philosophy

All our strategies are based on the common belief that market participants can have a short-term perspective and can underestimate the value created by sustainable growth. That growth may come in the form of revenue, cash flow, or earnings for several of our strategies, or dividend income for others. We conduct fundamental, bottom-up, collaborative research focusing on companies that we believe have sustainable growth characteristics—those meeting our criteria of growth potential, quality and valuation.

Growth

  • Focus on companies with potential to produce sustainable earnings and cash flow growth
  • Evaluate the long-term market opportunity and competitive structure of the industry to target current and emerging leaders

Quality

  • Seek companies with strong and improving competitive positions in attractive markets
  • Seek to identify talented management teams as well as financial strength reflected in capital structure, gross and operating margins, free cash flow generation and returns on capital

Valuation

  • Consider a range of potential outcomes based on assessment of multiple scenarios
  • Consider whether or not security prices fully reflect the balance of the sustainable growth opportunities relative to the business and financial risks

Sustainable Investing

ESG considerations are ingrained within our Growth and Quality framework and are supported by a centralized team of in-house ESG professionals.3

Extensive data sources

• Proprietary rating system and ESG dashboard inform PM views
• Bespoke research supplemented and supported with third-party vendor data

Commitment to ESG

• Member of numerous industry organisations and working groups
• PM and Analyst compensation tied to ESG implementation

Active engagement

• Frequent interaction with ESG and senior leaders at portfolio companies
• Development interaction of in-house engagement tracker

Alpha generation

• Broadens and lengthens consideration of sustainability risks
• Informs risk/reward assessment of individual company performance prospects

Insights

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.

6 OCTOBER 2025

From fast follower to fast leader: My journey into China’s biotech boom

China’s biotech push is reshaping global pharma and challenging US scientific leadership. After a research trip to Shanghai, Franklin Equity Group’s Evan McCulloch highlights the implications for US and European biotech firms.

1 OCTOBER 2025

Innovation Insights Quarterly: Q4 2025

From harvesting pollen for industrial use to commercially available drone delivery to osmotic power plants—Franklin Equity Group’s Matt Moberg highlights some of the most exciting innovations in the latest “Innovation Insights Quarterly.”

Footnotes

  1. As of 30/06/2025
  2. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
  3. ESG capabilities are available at Franklin Equity Group, however, not all strategies at FEG have ESG-oriented objectives or utilize these capabilities. Some of the factors that are considered when rating/scoring an issuer are subjective and, consequently, the investment manager’s or a third party’s scoring may not always accurately assess the sustainability practices an issuer. Integrating ESG considerations into the investment process is not a guarantee that better performance will be achieved.

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This website is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. This website may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

Any research and analysis contained in this document has been procured by Franklin Templeton for its own purposes and may be acted upon in that connection and, as such, is provided to you incidentally. Although information has been obtained from sources that Franklin Templeton believes to be reliable, no guarantee can be given as to its accuracy and such information may be incomplete or condensed and may be subject to change at any time without notice. Any views expressed are the views of the fund manager as of the date of this document and do not constitute investment advice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole.

There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. Franklin Templeton accepts no liability whatsoever for any direct or indirect consequential loss arising from the use of any information, opinion or estimate herein.

The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested.

Past performance is not necessarily indicative nor a guarantee of future performance of the Fund. Subscriptions may only be made on the basis of the most recent Prospectus and Product Highlights Sheet which is available at Templeton Asset Management Ltd or authorised distributors of the Fund. Potential investors should read the details of the Prospectus and Product Highlights Sheet before deciding to subscribe for or purchase the Fund. This shall not be construed as the making of any offer or invitation to anyone in any jurisdiction in which such offer is not authorised or in which the person making such offer is not qualified to do so or to anyone to whom it is unlawful to make such an offer.

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