Franklin Trend is a wealth and investment management firm. We service clients located throughout the United States. We are happy to answer any questions.
Franklin Trend’s Investment Strategy
Firm Objective
Franklin Trend seeks to build wealth for its clients over a multi-year investment horizon, while actively managing risk.
Investment Philosophy
1. High Quality
I invest in high‑quality companies with durable business models, strong balance sheets, and management teams that have proven they can grow earnings through different market environments. Consistent earnings growth is one of the most reliable drivers of long‑term stock appreciation, and owning financially strong companies helps protect capital during market downturns.
2. Focused Portfolio
Great wealth is rarely built through broad diversification. I believe the best results come from concentrating capital in a select group of high‑conviction ideas. A focused, thoughtfully constructed portfolio increases the potential for meaningful outperformance while allowing for deeper understanding of each business we own.
3. Independent and Unconventional Thinking
I do not follow Wall Street’s consensus or rely on generic model portfolios. My approach to idea generation, portfolio construction, and navigating market cycles is intentionally unconventional. Achieving above‑average results requires a willingness to think differently and act independently when opportunities arise.
4. Flexible Time Horizon
My investment horizon is determined by changes in the business cycle—not by an arbitrary number of years. I study economic trends to identify when certain assets should be emphasized or reduced. This provides flexibility and helps adjust expectations as conditions evolve.
5. Discipline and Risk Management
Having an opinion is easy; managing risk around that opinion is where real skill lies. I apply strict discipline when positions move in our favor and even more discipline when they do not. Because the future is uncertain, risk management is essential to generating consistent, repeatable results.
6. Opportunistic and Adaptive
I take a generalist approach, analyzing a wide range of companies and asset classes. This broad perspective allows me to identify opportunities wherever they appear. Years of experience—both successes and mistakes—guide my ability to tactically allocate across markets while focusing on the highest‑quality businesses.
7. Consistent Execution
The goal is not to buy at the bottom or sell at the top. The goal is to produce steady, reliable returns relative to the amount of risk taken. Consistency comes from minimizing losses when wrong and allowing strong ideas to compound over time. This disciplined process is central to long‑term wealth creation.
Investment Strategy
I strive to build wealth for my clients through the ownership of individual securities of growing companies acquired at a discount to the appraised future worth of the business. I identify key catalysts and trends that commonly drive share price appreciation. Franklin Trend uses both fundamental and quantitative analysis for idea generation and risk management.
Products & Services
Franklin Trend offers a long-term, risk-managed active value strategy through a separately-managed account structure.