Franklin Jonas knows he’s a nepo brother — and he’s grateful for the opportunity to strike out on his own as a musician. He continued: “I’m just really grateful and I try and do my best ...

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He joined Franklin in 1992 and began covering utilities for this strategy in 1998. He became comanager of this fund in early 1999 and lead manager in mid-2000 when former lead Sally Haff left.

However, Christian Correa, a manager of this fund since 2018 and the chief investment officer of Franklin Mutual since late 2020, says the fund is less likely to hold as much cash or debt as it ...

The managers take a collaborative approach to inform their underlying security selection, leaning on Franklin’s equity and fixed-income central analyst teams. Ultimately, the managers select the ...

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Lead manager Serena Perin Vinton joined Franklin Templeton in 1991 and has managed large-growth funds for the firm since 1996. In that year, she was named a comanager of Franklin Capital Growth ...

Experience runs deep here. Three-decade industry veteran Steven Raineri joined Franklin as a micro-cap analyst in 2005, became a comanager here in July 2012, then took the helm in May 2014.

McCarthy joined the firm in 1992 and served as CIO of Franklin Equity Group from 2015 to 2023. Stepping down from that role frees more time to focus on this portfolio, and McCarthy has said he ...

Franklin Small-Mid Cap Growth Fund earns a Below Average Process Pillar rating. The process benefits from the experience of the management team, which averages 20 years at this fund. However, the ...

Franklin's mortgage models play a crucial role in guiding the portfolio construction process to capture tiny and fleeting mispricing of debts; this includes Franklin’s machine-learning model (a ...