Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 investment teams. The San Mateo, CA-based company has more than 65 years of investment experience and over $908 billion in assets under management as of May 31, 2014. For more information, please call 1-800/DIAL BEN® or visit franklinresources.com.
After studying law, economics, investment management and concluding my academic journey with an MBA, I have focused entirely on offering financial advice and managing investments. Over the years, observing and analyzing the evolution of financial markets has become my true passion. My ambition is to develop a comprehensive framework that will assist market participants in navigating the global markets with enhanced clarity.
Full-time individual investor primarily in REITS (esp Commercial REITS); Business Development Cos (BDC's); Master Limited Partnerships (MLP's); Dividend Income Compounding; Some Writing Calls and also Put Selling; Main Sector interests include-Energy, Utilities, Retail, Financial, Healthcare (Medical Device Cos; Pharmaceuticals; Generics); Railroads; Insurance (Property and Casualty; Reinsurance); Consumer Staples (mainly Grocery and Food Cos); and Commodoties (Ags-Softs; Grains; and Ag Conglomerates).
Goal is to achieve a minimum return over the long-haul of 1% per month (compounded) while also adding to available investing funds on a monthly basis and my investment is long-term (am in no rush to reach a certain goal within a specific time frame.
Am a conservative dividend-focused long-term investor who is focused on dividend growth and reinvestment of all dividends received. Have been investing full-time since July 1, 2001, and was an insurance agent prior to that. 3 of my best stocks have been Simon Property Group (SPG); Perrigo (PRGO); and Kroger Grocery (KR).