Franklin Street Partners

Concentrated Equity Strategies

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.

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This material is for informational purposes only. It should not be construed as personalized investment advice or a solicitation to purchase or sell securities. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment vehicle, strategy or product referenced in the material will be profitable or suitable for your particular investment situation.