John Templeton:
“If you want to have A better performance than the crowd, then you must do things differently from the crowd.”
At our firm, differentiation comes from a pursuit of excellence that touches all aspects of the business.
A Different Perspective
Since Lauren Templeton founded the firm in 2001 with seed capital from her mentor, investment legend John Templeton, we have been managing investment portfolios on behalf of high net worth individuals, families, non-profits, and institutions. Our approach to investing is differentiated through its deliberate process and contrarian mindset.
Our passion for investing reflects the example of our mentor: open-mindedness, curiosity, and full alignment with our client’s interests.
our services
Templeton and Phillips offers several investment solutions ranging from focused allocations through two private funds and on a select basis an Outsourced Chief Investment Officer service. The firm’s private funds include a global fund open to accredited investors and an Indian fund open to qualified purchasers. The firm’s Outsourced CIO service is available to investors seeking a customizable broader asset allocation solution.
Private Funds
The firm offers two private funds, including the Templeton and Phillips Partners Fund, LLC. and the TP Marval India Fund, LLC. The Partners Fund is a global fund focused on value-oriented investments, that is open to accredited investors. The TP Marval India Fund is a country fund focused on investing in small and mid-cap companies to capture the unfolding economic opportunities in the world’s fastest-growing economy, India.
Outsourced CIO
For clients seeking a broader asset allocation solution our firm provides an outsourced CIO solution, leveraging our experience from working closely with non-profits and endowments. This solution is customized to the client’s desired level of service and investment profile.
About us
We are an asset management firm based in Lookout Mountain, TN, proudly serving high-net-worth individuals, families, and institutions since our founding by Lauren Templeton in 2001. Originally established as a quantitative hedge fund manager under the mentorship of investment legend John Templeton, we have evolved by staying true to our core principles.
Today, we offer a curated selection of in-house and outsourced investment solutions, remaining invested alongside our clients. In every relationship, we aim to deliver our service with a personalized, high-touch approach.
Media
Explore our latest media appearances, including interviews, podcasts, and discussions. Stay updated with insights from our periodic commentaries as we share our perspectives on investments, markets, and more.
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