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Templeton Institutional Foreign Smaller Companies Series Advisor (TFSCX)
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Templeton Ins Foreign Smaller Co Ser Adv
19.30
+0.12
+0.63%
- Overview
- Profile
- Historical Data
- Holdings
TFSCX Overview
On this page you'll find an in-depth profile of Templeton Institutional Foreign Smaller Companies Series Advisor. Learn about the key management, total assets, investment strategy and contact information of TFSCX among other information.
Investment Strategy
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in investments of smaller companies located outside the U.S., including emerging markets. For purposes of this 80% policy, smaller companies are defined as those with market capitalizations that do not exceed $4 billion. The fund may invest more than 25% of its assets in the securities of issuers located in any one country.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Katie Ylijoki | - | 2022 | Now |
| Biography | Ms. Ylijoki has been a portfolio manager of the Fund since March 2022, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. She joined Franklin Templeton in 2006. | ||
| Kyle Denning | - | 2022 | Now |
| Biography | Mr. Denning has been a portfolio manager of the Fund since March 2022, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton in 2019. Prior to joining, he was a senior research analyst at Hardman Johnston Global Advisors. | ||
| David A. Tuttle | Vice President | 2021 | Now |
| Biography | David Tuttle is a vice president, and portfolio manager for the Templeton Global Equity Group. Mr. Tuttle holds a bachelor of commerce degree (with distinction) from the University of Toronto. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP), and a member of the Toronto Society of Financial Analysts. | ||
| Harlan B. Hodes | Research Analyst | 2007 | Now |
| Biography | HARLAN B. HODES, CPA Executive Vice President Portfolio Manager, Research Analyst Harlan B. Hodes is an executive vice president for the Templeton Global Equity Group. Mr. Hodes manages the US retail Templeton Global Smaller Companies Fund and small-cap institutional portfolios, including Templeton International Smaller Companies Fund and TIF Foreign Smaller Companies Fund. In addition, he has global research responsibilities for small-cap and Asian consumer goods and small-cap cyclicals. | ||
| Heather L. Waddell | Vice President, Portfolio Manager | 2021 | 2022 |
| Biography | Heather Waddell, Executive Vice President, joined the Templeton organization in 1996. Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios. Ms. Waddell has research responsibility for the global small capitalization industrials and communication services sectors. Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz. She is a Chartered Financial Analyst (CFA) charterholder and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts. | ||
| Cynthia L. Sweeting | Portfolio Manager | 2002 | 2015 |
| Biography | Cindy L. Sweeting, CFA President, Templeton Investment Counsel, LLC Director of Portfolio Management Templeton Global Equity Group Fort Lauderdale, Florida, United States Cindy Sweeting is the president of Templeton Investment Counsel, LLC and the director of portfolio management for the Templeton Global Equity Group (TGEG). Ms. Sweeting has lead portfolio manager responsibility for the TIF-Foreign Equity Series and portfolio management responsibility for a number of other institutional commingled funds and separate account relationships. She also oversees the institutional segment | ||
| Tucker Scott | Portfolio Manager | 2002 | 2008 |
| Biography | Tucker Scott, CFA, Portfolio Manager, is an executive vice president for the Templeton Global Equity Group with responsibility for institutional and retail accounts. Mr. Scott has global research responsibility for the metals and mining industries. He joined the firm in 1996.Prior to joining Templeton in 1996, he worked for Aeltus Investment Management, where his industry coverage included telecommunication equipment and financial services. | ||
| Simon Rudolph | Executive Vice President | 2002 | 2006 |
| Biography | Simon Rudolph is an executive vice president, joined the Templeton organization in 1997 as a portfolio manager and research analyst. He has research responsibility for the Asian real estate and REIT sectors, as well as country research coverage of India, Taiwan, Korea, Philippines, Thailand, Indonesia and Vietnam. Previously, he researched global shipping as well as the food, personal care and household products industries, and had country coverage of Japan. He manages global, international and regional Asia Pacific and Asian portfolios. Mr. Rudolph has been a securities analyst since 1986. Prior to joining Templeton, he was an executive director with Morgan Stanley . Mr. Rudolph holds a B.A. degree in economic history from Durham University, England. He is a Chartered Accountant (ACA) and a member of the Institute of Chartered Accountants of England and Wales. | ||
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