基本資料

投資策略

本基金的投資目標為資本增值。在正常市場環境下，本基金將主要透過投資於任何投資經理相信可以低於根據若干認可或客觀準則〈實質價值〉的市場價格購入的普通股、優先股及可兌換或預期可兌換成普通股或優先股的債務證券以達到其投資目標。本基金預期主要投資於及可將其100%的資產投資於非美國發行機構。

基金經理人

• 達利 卡翠娜
• 資歷 3年(2020-11-02 至今)

• ‧ 於2002年加入富蘭克林坦伯頓基金集團。 
  ‧ 負責研究美國健康醫療照護服務產業及全球工業類股，涵蓋運輸、一般製造、機械、電子設備和多元工業等。 
  ‧ 在2002年加入互利系列之前，曾在聯邦投資人公司(Federated Investors, Inc.)擔任科技和健康醫療產業的投資分析師，1995年至2001年期間在安永會計事務所(Ernst & Young LLP)的公司財務部門任職，擔任資深經理一職，擅長企業評價與訴訟諮詢業務。
  ‧ 在美國紐約大學史頓商學院取得企業管理碩士學位，並以第一名之成績自澳洲龐德大學(Bond University)取得法律學士學位，且同時擁有商業學士學位。 
  ‧ 擁有美國特許財務分析師(CFA)執照，同時是澳洲金融服務協會(FINSIA)會員。

• Correa Christian
• 資歷 6年(2018-01-01 至今)

• Christian Correa, CFA is a portfolio manager and director of research for Franklin Mutual Series. Mr. Correa has been a lead or co-lead portfolio manager of the Franklin Mutual Beacon Fund since 2007 and co-lead portfolio manager of the Franklin Mutual Global Discovery Fund since 2018. Prior to joining Franklin Mutual Series in 2003, he worked at Lehman Brothers Holdings Inc. He has more than a decade of investment experience. He holds a B.A. from Claremont McKenna College, an M.A. (economics) from Northwestern Univ. and is a graduate of Harvard Law School.

• Rankin Timothy
• 資歷 13年(2010-12-31 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.

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