Templeton Funds

By: Templeton  09-12-2011
Keywords: Investment Management, Management Experience, Portfolio Managers

Value Investing Pioneers in Templeton

  • Available in Canada since 1954, Templeton is backed by more than half a century of global investment management experience governing our suite of equity, balanced, and income funds.
  • Each Templeton fund is managed with the support of research analysts and portfolio managers located in research offices around the world.
  • Our investment philosophy of long-term value investing using a “bottom-up” approach to stock selection has earned us the reputation as one of the world’s most respected investment managers.
  • Backed by a rich history, we have successfully endured numerous bull and bear markets.
  • The same time-tested value style continues to be applied across all of Templeton’s diverse range of value solutions to enhance long-term returns and reduce risk.

Hands on- Research in Templeton

  • We look for stocks selling at prices that are low compared to our assessment of their true worth.
  • Conducting between 1,500 and 2,000 site visits each year, we believe that the best research is conducted in person, rather than relying solely on reports from outside sources. Hence, undervalued companies are discovered through detailed analysis of financial and competitive positions and in-depth conversations with senior management.
  • We are also resolute in identifying companies that possess strong competitive advantages in their industry, and around the world.

We Focus On Individual Companies

  • Templeton builds portfolios by looking for individual companies offering the best value, wherever they may be located in the world.
  • We are not guided by macroeconomic outlooks for particular industry sectors and countries, or by commodity price trends. Instead, by trading in the best companies we can find, we arrive at a mix of strong holdings across different industries and geographic regions.
  • One of the most effective ways to reduce risk without sacrificing the potential of capital gains is maintaining a diversified portfolio of stocks, which comes as a direct result of our disciplined process of selecting quality, discounted companies.

Investing For the Long-Term

  • At Templeton, investing is a long-term proposition. That’s why the average time we hold a stock is five years or more.
  • In selecting stocks, we examine a company’s potential for earnings and growth over a five-year horizon.
  • We believe that if you move in and out of your investments seeking short-term results, you may miss out on long-term gains important to your greater financial goals.
  • We regard our commitment as long-term, and recommend that you approach your investments the same way.

Keywords: Global Investment, Income Funds, Investment Management, Management Experience, Portfolio Managers

Other products and services from Templeton


Private Portfolio Management

At Fiduciary Trust Company of Canada, we are committed to providing you with the services and attention you deserve. To learn more about the Private Portfolio Management Program, please talk to your investment advisor. Discretionary solutions, built for you by our experts. A partnership you can trust.


Mutual Series Funds

Both Mutual Beacon Fund and Mutual Discovery Fund are good choices for investors not comfortable with high risk, as the securities in which we invest are often less affected by general market movements than more volatile, high-growth companies. As deep value investors, we focus on underlying asset value, potential catalysts and long-term intrinsic value creation, in addition to looking for solid assets undervalued by the market.


Quotential Program

The Quotential Program has a 20-member global investment team dedicated to interpreting and capitalizing on global economic trends to help mitigate risks and maximize returns for your portfolio. There's a Quotential portfolio to suit every type of investor, and there's one that suits your particular investment time horizon, risk tolerance, and financial goals.


Tapestry Private Investment Program

The Tapestry Private Investment Program® offers six actively-managed portfolios, each with a blend of asset classes, geographic regions, market capitalizations and management styles.


Franklin Funds

Franklin equity fund portfolios are built around growth companies with sustainable competitive advantages demonstrating strong revenue and projections and/or leading edge products or processes. Leveraging a combined research platform, the team allocates its holdings across maturities, countries, and sectors to capitalize on expected movements in interest rates and currency markets.


Bissett Funds

Our conservative income approach results in fully diversified portfolios characterized by lower downside risk relative to their peer group and attractive yield characteristics. The Bissett Asset Mix Team strives to maintain a balance between equity and income securities, and domestic and foreign investments, to suit market conditions.


Franklin Templeton Money Market Yield Class

INVESTMENT OBJECTIVE The Fund intends to achieve its objective primarily by investing in Canadian equity securities and entering into forward contracts or other permitted derivatives in order to provide the Fund with a return determined with reference to the performance of a money market fund managed by the Manager.