Franklin Street Partners

+1-877-489-2600 franklin@franklin-street.com

Menu

Concentrated Equity Strategies

family ces
Franklin Street Partners’ proprietary equity strategies consist of “high conviction,” focused portfolios. As Opportunistic Investors in Growing Businesses with Sustainable Advantages and Durable Economics, We Believe:
  • These advantaged companies are positioned to produce attractive and predictable business results over time
  • That the sustainability of advantages determines the duration of growth
  • That growing companies with sustainable advantages deserve premium valuations
  • That building proprietary valuation models using independent fundamental research adds value
  • That constructing “high conviction,” focused portfolios improves the prospects of alpha generation
Our seasoned and focused equity investment team work in a highly collaborative manner to apply their expertise throughout all aspects of the investment research process from idea generation to portfolio construction and risk management. We manage seven distinct concentrated equity portfolios that vary by investment objective.
CES chart with large cap, mid cap, small cap, on the y axis and low to high growth spectrum on the x axis and circles showing equity income, partners' advantaged, SRI advantaged, strategic growth, all-cap, dynamic growth, and dynamic focus

©Franklin Street Advisors, Inc., and Franklin Street Trust Company, All Rights Reserved. 1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517 · 1-877-489-2600 • Important Disclosures

Franklin Street Advisors, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any level of skill or training. Additional information about the advisory services offered by Franklin Street Advisors, Inc., is available upon request and also on the SEC’s website at www.adviserinfo.sec.gov.

Franklin Street Trust Company is a non-depository trust company chartered by the State of North Carolina and regulated by the North Carolina Office of the Commissioner of Banks. Neither Franklin Street Advisors, Inc., nor Franklin Street Trust Company is FDIC-insured, but both are wholly-owned, indirect subsidiaries of Fifth Third Bank, National Association and Fifth Third Bancorp.

Franklin Street Partners is a dba for Franklin Street Advisors, Inc., and Franklin Street Trust Company, which includes references to our former parent entity, Franklin Street Partners, Inc.

Investment Products Are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value