Separately managed Accounts

 

The firm manages the majority of its client funds through a separate account format. The separate account product primarily serves long-only investors through a portfolio of global value equity securities. We have found that many clients prefer this format for investment given the higher transparency, and flexibility as the client can choose the custodian as well as maintain ownership of the account as it is held in their name. We work through a variety of custodians, and the goal of this product is similar to our others, which is the long-term compounding of client assets through a low-fee, low turnover, global value investment strategy. For more information on these products, please contact us and we are happy to speak with you further regarding this product.

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclosure: Templeton & Phillips Capital Management, LLC is as investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the adviser including its investment strategies and objectives is available upon request. The material presented here is not financial advice. It should not be assumed that any of the strategies discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. The information on this website is for informational purposes only.

 

Templeton & Phillips Capital Management, LLC is not affiliated with Franklin Templeton Investments or any of its affiliated companies, including the Templeton Funds.