Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Focused strategies that emphasize growth and reflect our highest convictions
Dividend-oriented strategies geared to providing high and growing income streams
Risk-aware strategies that seek consistency with an emphasis on downside protection
Environmental, Social and Governance factors guide strategies to make an impact
3Q20 Commentary: The market rally appears well-supported by fundamentals, with the September pullback likely not a sign of trouble ahead.
Large Cap Growth 3Q20: We have positioned the portfolio to manage the eventual transition away from momentum.
International Growth 3Q20: Emerging markets are full of disruptors and we are evaluating the region for new opportunities.
Dividend Strategy 3Q20: Markets have recovered because of extraordinary policy interventions without which we believe they would be down, yet we continue to be cautious.
Co-CIO Scott Glasser joins a Franklin Templeton panel to assess tech leadership and undervalued equity opportunities.
Select 3Q20: In a narrow market, the Strategy outperformed with diversified contributions across sectors and cap ranges.