Franklin Templeton

Quotential Portfolios : No matter which of the eight Quotential portfolios best suits your needs, you'll receive unmatched diversification by asset class, market capitalization, geographic region and investment style. Each portfolio is built across a range of proven funds to bring greater peace of mind for every Quotential investor. Click here to find out more information on the Quotential Portfolios.

Templeton Funds:

Franklin Templton are value investors They look for stocks selling at prices that are low compared to the assessment of their true worth. They find undervalued companies by analyzing their financial and competitive positions and talking to their managers. They look for companies that can be strong competitors in their industry and around the world.

Franklin Templton are long-term investors At Templeton, investing is a long-term proposition. The average time they hold a stock is five years. That is a long-term commitment. They recommend that you approach your investments in the same way.

Franklin Templton invests in individual companies They build the portfolios in each of the Templeton Funds by looking for the best individual companies They can find, wherever they may be. They are not guided by the overall outlook for particular industry sectors or countries, or trends in commodity prices. But by concentrating on the best companies, they end up with a combination of strong holdings across different industries and in different countries. Portfolio diversification, one of the most effective ways to reduce risk without sacrificing the potential for capital gains, comes as a direct result of our bottom-up style of selecting stocks.

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Franklin Funds:

Growth investors Franklin Funds are managed with a growth-style mandate, investing in companies with strong revenue and profit projections, or leading-edge products or processes. Portfolios are built around solid companies with sustainable competitive advantages such as proprietary technology or intellectual property, a unique marketing niche, positioning as industry leaders and visionary management, which can lead to exceptional growth potential.

A rigorous bottom-up approach Extensive research of each company that is included in Franklin Fund portfolios is at the heart of all Franklin Funds. Scrutinizing company fundamentals, meeting with company officials and visiting company operations firsthand are all crucial elements of bottom-up investment analysis.

Research driven Growth investing is driven by research. Using proprietary research models, portfolio managers and analysts conduct rigorous quantitative and qualitative research on potential companies to analyze fundamentals and estimate growth potential. Industry and consumer trends that impact the long-term growth prospects of companies are also evaluated. All stocks are continually re-evaluated to ensure that fundamentals remain strong and that no unexpected changes in either the company's outlook, the industry or the overall economy could negatively affect growth prospects.

Location, Location, Location. With resources strategically located in some of the world's most influential centres - Silicon Valley, New York City and Tokyo - we are well positioned to unearth the world's best growth companies, to build the world's best growth portfolios. San Mateo, California-based Franklin Advisers, Inc. boasts a team of 40 equity analysts, covering nearly 90 distinct industries, focusing on U.S., international and specialty equities. Headquartered in the financial hub of New York City, Fiduciary International, Inc. is renowned for more than forty years of expertise managing global growth equities for endowment funds, foundations, pension funds and individuals. Operating out of Tokyo, Franklin Templeton Investments Japan Limited combines sector allocation and rigorous stock screening to reduce risk.

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Bissett Funds:

Disciplined team approach For almost twenty years, Bissett Investment Management has been applying a disciplined team approach to managing equity, income and balanced portfolios. Bissett's equity and income teams meet biweekly to discuss their on-going asset mix and security recommendations with Bissett's Investment Committee. This consultative approach to portfolio construction ensures investment style consistency across all Bissett Funds and results in consistent, superior risk-adjusted returns.

Growth at a reasonable price Bissett's proven investment style is best described as "Growth at a Reasonable Price" (GARP). The Bissett equity investment team applies a bottom-up research approach to identify firms that are gaining momentum and demonstrate sustainable, replicable growth. One of the many selection criteria in this process is that chosen stocks have a modest P/E ratio - Bissett managers try to buy a stock before its price accelerates well beyond its earnings capabilities. As every Bissett fund manager is committed to GARP-style investing, we believe every holding in a Bissett Fund has good growth prospects and was purchased at a reasonable valuation.

Strategic asset allocation Bissett's asset allocation process involves the continual revision of a strategic asset mix model, in keeping with internal and external economic forecasts. This is reflected in our balanced funds.

Suite of income funds The portfolio decisions for every Bissett income fund are based on a combination of macro level research/analysis and security level research. Bissett's conservative approach to income investing results in portfolios of approximately 20 quality securities characterized by lower downside risk than their peer group, and a better yield.

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Mutual Series Funds:

Risk matters The Mutual Series portfolio team of Franklin Mutual Advisers, LLC looks for solid, long-term value investment opportunities. These kinds of securities are usually less affected by general market movements than more dynamic, high-growth oriented companies, which makes Mutual Beacon Fund and Mutual Discovery Fund good choices for conservative investors.

Deep value investors As deep value investors, we focus on underlying asset value, potential catalysts and long term intrinsic value creation, in addition to looking for solid assets that are undervalued by the market. These could be companies that are involved in mergers or acquisitions, spin-offs, financial reorganizations, or other special situations. A strategy of thorough research and active follow-up. Finding the hidden value in companies that others have overlooked requires hard work. And once the opportunities have been identified, the team takes a continuing and active interest in the company, to reduce risk and to help management find out what can be done to increase shareholder value. Mutual Series analysts examine the company's assets to determine where the inefficiencies may be and what the catalyst might be to enable the company's true value to be realized.

A strategy for all types of markets Deep value investing has proved itself through market downturns as well as upswings. Because deep value investors look for intrinsic, underlying value, the price of the securities in their portfolios are often less sensitive to economic and market gyrations than most growth stocks.

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If you are interested in purchasing one of the many funds from AGF, call our offices today at 1-866-466-4745.

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