97. Bull, Bear & Beyond – Franklin Global Trust in 60 Seconds
Edison’s investment companies team recently published a review on Franklin Global Trust (ticker: FRGT), which was formerly the Martin Currie Global Portfolio Trust. The Martin Currie brand will be retired and in July 2025, the trust’s manager, Zehrid Osmani and his team will join the much larger US-based Franklin Equity Group, whose CIO Jonathan Curtis will become co-manager of Franklin Global Trust; the investment strategy will remain unchanged. The trust’s performance has been disappointing in recent years as growth stocks de-rated and the strong US market was led by a very small number of stocks. Over the long-term, Osmani’s fundamental stock selection approach has been successful, so a positive change in sentiment towards the quality, growth names in the trust’s concentrated portfolio could lead to a rapid performance improvement.
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About ‘Bull, Bear & Beyond’
Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.
About Edison:
Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.
Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/
Original interview published on 18/06/2025 and reposted as a podcast
