基本資料

投資策略

本基金的主要投資目標為尋求整體(或偶然短期)的資本增值，而謀取收益則為第二項目標。本基金將主要投資於在歐洲國家成立或進行主要活動，並可因若干認可或客觀準則(實質價值)，低於實際價值的價格購入的公司股。本基金或可投資不超過10% 於非歐洲股票。

基金經理人

• Rankin Timothy
• 資歷 1年(2022-12-31 至今)

• Rankin, CFA, has been a co-lead portfolio manager for the Franklin Mutual since January 2018. He is a Portfolio Manager at Franklin Templeton Investments. With 17 years of investment management experience, Rankin first started at Franklin in 1997 as a Research Analyst and became Assistant Portfolio Manager in 2001. In 2004, he left to serve as Managing Director at Blue Harbour Group, LLC before re-joining Franklin in 2010. Prior to his original employment with the Mutual Series Funds, Rankin was an Equity Analyst at Glickenhaus & Co.

• Ostrow Todd
• 資歷 4年(2019-05-01 至今)

• Mr. Ostrow has joined Franklin Templeton Investments in 2013.

• Hormozi Mandana
• 資歷 6年(2018-01-01 至今)

• Mandana Hormozi, MBA is a research analyst and portfolio manager for Franklin Mutual Series. She co-leads Franklin Mutual European Fund. Her global research responsibilities include media and telecommunications. Prior to joining Franklin Mutual Series in 2003, she worked in the equity research department at Lazard Freres. Previously, she was an economic research analyst at Mitsubishi Bank. Ms. Hormozi earned a B.A. from Columbia Univ. and an M.B.A. from Columbia Business School.

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