Canada

This website is intended for Canadian Institutional Investors only.

Franklin Equity Group

The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing growth and hybrid/balanced equity strategies that cover global, regional and sector specialties. We are driven by the conviction that superior risk-adjusted returns can be achieved over time by using a team-oriented, collaborative approach and disciplined, bottom-up fundamental research.

Growth

Our investments in high-quality companies with the potential for long-term sustainable growth can provide significant opportunities for investors. We focus on companies across the full global opportunity set that meet our criteria of:

  • Growth. Focus on companies with the potential to produce sustainable earnings and cash flow growth.
  • Quality. Seek high-quality companies with strong management teams and financial strength.
  • Valuation. Assess whether the growth opportunity is already reflected in the stock price.

Hybrid/Balanced

By combining the investment philosophies and expertise of both Franklin Equity Group and Franklin Templeton Fixed Income Group, our hybrid/balanced funds provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced overall risk.

Franklin Equity Group Snapshot:
Established 1947
Style Growth, Hybrid/Balanced;
Capabilities Global, Regional, Sector
Strengths
  • Experienced investment professionals covering all market capitalisations and styles.
  • Collaborative environment that balances autonomy with rigorous debate and accountability.
  •  More than 60 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles.