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Franklin Mutual Beacon Fund Class Z (BEGRX)

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17.63 -0.07    -0.40%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.19B
Type:  Fund
Market:  United States
Issuer:  Franklin Templeton Investments
Asset Class:  Equity
Franklin Mutual Beacon Z 17.63 -0.07 -0.40%

BEGRX Overview

 
On this page you'll find an in-depth profile of Franklin Mutual Beacon Fund Class Z. Learn about the key management, total assets, investment strategy and contact information of BEGRX among other information.
Category

World Large-Stock Value

Total Assets

2.19B

Expenses

0.77%

Inception Date

22826

Investment Strategy

The investment seeks capital appreciation; income is a secondary goal. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). The equity securities in which the fund invests are primarily common stock. The fund may invest substantially and potentially up to 100% of its assets in foreign securities and participations in foreign government debt.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Aman Gupta Co-Lead Portfolio Manager 2014 Now
Biography Mr. Gupta joined Franklin Templeton Investments in 2010. Mr. Gupta has been a portfolio manager since 2014 and co-lead portfolio manager since 2018. He joined Franklin Templeton Investments in 2010. Prior to joining Franklin Templeton Investments, he was a senior equity analyst and director at Evergreen Investments.
Mandana Hormozi Portfolio Manager 2009 Now
Biography 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.
Christian Correa Analyst 2007 2024
Biography 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.
Michael Embler CIO (Chief Investment Officer) 2005 2009
Biography Federal Filings, Inc, where he was the co-founder of the daily bankruptcy review. He has been with Franklin Mutual since July of 2001.Embler is the chief investment officer of Franklin Mutual. He has been in the securities industry since 1991.He was a vice-president at Dow Jones
Charles M. Lahr Executive Vice President 2005 2007
Biography Mr. Lahr is an executive vice president in the New York office and a global equity portfolio manager. Prior to joining PIMCO in December 2009, he was a portfolio manager at the Mutual Series Group of Franklin Templeton Investments; he served as a co-portfolio manager for the Franklin Mutual Global Discovery Fund from 2007 to 2009, an analyst for Franklin Mutual Advisors LLC (Mutual Series) and portfolio manager for the Franklin Mutual Financial Services Fund from 2004 to 2009. In total, Mr. Lahr helped oversee more than $20 billion in investment assets.
David J. Winters Managing Member 1998 2005
Biography David Winters is the managing member of Wintergreen Advisers. Prior to forming Wintergreen Advisers in May 2005, he held various positions with Franklin Mutual Advisers, LLC, including, president, chief executive officer and chief investment officer, and he was a research analyst for Heine Securities Corporation, the former investment manager for the Franklin Mutual Series Fund. Winters holds the Chartered Financial Analyst designation.
Matthew T. Haynes Portfolio Manager 2001 2005
Biography Matt Haynes has more than 28 years of investment experience, primarily as a portfolio manager of global value portfolios. He joined Sprott Asset Management in January of 2020 and serves as an Analyst for the Sprott Gold Team. He is also the Assistant Portfolio Manager of Sprott Focus Trust, a closed-end fund that trades on the NASDAQ under the ticker symbol FUND. Prior to joining Sprott, Mr. Haynes served as Chief Investment Officer of 1949 Value Advisors and Portfolio Manager/Analyst at Lazard, Franklin Mutual Advisers and Morgan Stanley Dean Witter.
Lawrence N. Sondike Senior Vice President 1984 2001
Biography Sondike is a senior vice president with Franklin Mutual Advisers, his employer since October 1996. Previously, he served as a research analyst with Heine Securities Corporation.
Raymond Garea Senior Vice President, Portfolio Manager 1991 1998
Biography Garea is senior vice president and portfolio manager with Franklin Advisers, his employer since November 1996. Previously, he served as a research analyst with Heine Securities Corporation.
Robert L. Friedman Senior Vice President 1988 1998
Biography Friedman is a senior vice president with Franklin Advisers, his employer since November 1996. Previously, he served as a research analyst with Heine Securities Corporation.
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