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Franklin Mutual Beacon Fund Class Z (BEGRX)
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Franklin Mutual Beacon Z
16.87
+0.08
+0.48%
- Overview
- Profile
- Historical Data
- Holdings
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.
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
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. | ||
| Jeffrey A. Altman | Portfolio Manager | 1988 | 1998 |
| Biography | Mr. Jeffrey Altman is the Founder and serves as Managing Partner at Owl Creek Asset Management. Mr. Altman also served as a Portfolio Manager at Franklin Mutual Advisers, LLC (formerly Heine Securities Corporation) from 1996 to 2001 and also served as its Senior Vice President since November 1996. In this role, he headed a group that managed a portfolio of distressed securities. He served as Vice President of Franklin Mutual Series Fund Inc. From August 1988 to October 1996, he served as an Analyst with FMA. He spent 13 years at Franklin Mutual Advisers, LLC and served in various capacities including Junior Analyst, Senior Analyst, Head Trader of the bankruptcy and distressed group, Senior Vice President and Senior Portfolio Manager. Prior to that, he spent the summers of 1985 and 1987 as an Analyst Assistant at Heine Securities while enrolled at Tulane University. During the summers of 1984 and 1986, He worked as a Trader's Assistant on the floors of both the American Stock Exchange and the COMEX. He has been involved in the restructuring of companies in all industries including real estate, finance, oil and gas, long-term care, death care and utilities, as well as various manufacturing companies. He served as the Chairman of Value Property Trust from 1995 to 1998. He was the Director of Resurgence Properties from 1995 to 1999. He served as a Director of MWCR LLC and Sweda LLC. He has served as a Director of Decision One Holdings Corporation, Fine Host Corporation and Kindred Healthcare, Inc. He served as a Director of Blackstone Mortgage Trust, Inc. from November 1997 to February 7, 2005. He served as a Director of Capital Trust Inc. from November 1997 to February 7, 2005 and served as Member of Compensation and Corporate Governance Committee until February 7, 2005. Mr. Altman graduated with a Degree in Business from A B Freeman School Of Business, Tulane University in 1988. | ||
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