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Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)
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11.55
+0.06
+0.52%
Type:
Fund
Market:
United States
Issuer:
Franklin Templeton Investments
Underlying:
MSCI ACWI ex USA Net
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 100.86M
Templeton Instl Intl Eq Ser Primary
11.55
+0.06
+0.52%
- Overview
- Profile
- Historical Data
- Holdings
Templeton Institutional Fund International Equity Series Primary Shares Overview
On this page you'll find an in-depth profile of Templeton Institutional Fund International Equity Series Primary Shares. Learn about the key management, total assets, investment strategy and contact information of TFEQX among other information.
Investment Strategy
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in foreign (non-U.S.) equity securities. It predominantly invests in companies located outside the U.S. including companies located in developing market countries. The fund may invest in equity securities of any size company, across the entire market capitalization spectrum, including smaller and midsize companies.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Heather L. Waddell | Vice President, Portfolio Manager | 2022 | Now |
| Biography | Heather Waddell, Executive Vice President, joined the Templeton organization in 1996. Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios. Ms. Waddell has research responsibility for the global small capitalization industrials and communication services sectors. Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz. She is a Chartered Financial Analyst (CFA) charterholder and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts. | ||
| Matthew R. Nagle | Portfolio Manager | 2018 | Now |
| Biography | Matthew R. Nagle is an executive vice president, portfolio manager and research analyst in the Templeton Global Equity Group, responsible for managing institutional portfolios. He also has global research responsibilities for the US banks sector, electronic manufacturing services and component manufacturer companies. Prior to joining Franklin Templeton in 2003, Mr. Nagle was an associate sell-side analyst for Sanford C. Bernstein & Co., a research associate with ABN AMRO, and an auditor for financial services companies at Coopers & Lybrand. He entered the financial services industry in 1998. Mr. Nagle holds a B.B.A. in accounting from Siena College and an M.B.A. in finance from New York University. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA). | ||
| Peter Nori | Portfolio Manager | 1999 | Now |
| Biography | Peter A. Nori is an executive vice president and portfolio manager for the Templeton Global Equity Group. Mr. Nori has direct research responsibility for the global semiconductor and semiconductor equipment sectors. Mr. Nori is also a member of the Institutional Select Portfolio Management Strategy Team managing assets across global, non-US and EAFE mandates. He manages institutional and sub-advised portfolios. After joining Franklin Templeton in 1987, he later joined the Franklin Research Department as an equity analyst and a co-portfolio manager of Franklin Convertible Securities Fund. After moving to Templeton's Global Equity Research Team in 1994, he initially specialized in small- capitalization securities on a global basis. His large-capitalization research responsibilities have included industries within the consumer discretionary, health care, metals and the technology sectors. Mr. Nori holds a B.S. in finance and an M.B.A., with an emphasis in finance, from the University of San Francisco. He is a Chartered Financial Analyst (CFA) charter holder and a member of CFA Institute. | ||
| Antonio T. Docal | Senior Vice President | 2003 | 2022 |
| Biography | Antonio Docal is the President of Templeton Investment Counsel, LLC and the Director of Portfolio Management for the Templeton Global Equity Group (TGEG). Mr. Docal has lead portfolio manager responsibilities for the TIF-International Equity Series and portfolio management responsibility for a number of other institutional commingled funds and separate account relationships. He also oversees the institutional segment of TGEG's global investment management business. Mr. Docal has research responsibility for the U.S. and previously served as the Deputy Director of Research, and in the past has covered various global sectors. Prior to joining Franklin Templeton in 2001, Mr. Docal was a vice president and director at Evergreen Funds, a principal and co-founder of Docal Associates, and an assistant treasurer in the mergers and acquisitions department at JPMorgan. He entered the financial services industry in 1979. Mr. Docal holds a B.A. in economics from Trinity College in Connecticut and an M.B.A. with concentrations in finance and international management from the Sloan School of Management at the Massachusetts Institute of Technology. He is a Chartered Financial Analyst (CFA) charterholder. | ||
| Cynthia L. Sweeting | Portfolio Manager | 2001 | 2018 |
| Biography | Cindy L. Sweeting, CFA President, Templeton Investment Counsel, LLC Director of Portfolio Management Templeton Global Equity Group Fort Lauderdale, Florida, United States Cindy Sweeting is the president of Templeton Investment Counsel, LLC and the director of portfolio management for the Templeton Global Equity Group (TGEG). Ms. Sweeting has lead portfolio manager responsibility for the TIF-Foreign Equity Series and portfolio management responsibility for a number of other institutional commingled funds and separate account relationships. She also oversees the institutional segment | ||
| Gary P. Motyl | President | 1996 | 2012 |
| Biography | Motyl is the president of Investment Counsel, his employer since 1981. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Motyl holds the Charted Financial Analyst designation. | ||
| Matthew R. Nagle | Portfolio Manager | 2006 | 2008 |
| Biography | Matthew R. Nagle is an executive vice president, portfolio manager and research analyst in the Templeton Global Equity Group, responsible for managing institutional portfolios. He also has global research responsibilities for the US banks sector, electronic manufacturing services and component manufacturer companies. Prior to joining Franklin Templeton in 2003, Mr. Nagle was an associate sell-side analyst for Sanford C. Bernstein & Co., a research associate with ABN AMRO, and an auditor for financial services companies at Coopers & Lybrand. He entered the financial services industry in 1998. Mr. Nagle holds a B.B.A. in accounting from Siena College and an M.B.A. in finance from New York University. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA). | ||
| Guang Yang | Portfolio Manager | 1998 | 2007 |
| Biography | Yang is an Executive Vice President of Investment Counsel. He has final authority over all aspects of the fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated management requirements. Yang joined Franklin Templeton Investments in 1995. Yang holds the Chartered Fiancial Analyst designation. | ||
| Mark Beveridge | Head | 1996 | 2005 |
| Biography | Mark Beveridge, CFA® is Lead Fund Manager and Portfolio Manager and Analyst of AXA IM, and has been employed by AXA IM or an affiliate since 2009. Prior to joining AXA IM, Mr. Beveridge has been with GSAM since December 2004 as chief investment officer of the Global Active Equity business which encompasses the Global/International, UK/European, Asia ex Japan and Japan strategies. Prior to joining GSAM, he spent 19 years at Franklin Templeton, where he was executive vice president and senior portfolio manager responsible for ex-US portfolios. Mr. Beveridge holds the Chartered Financial Analyst designation. | ||
| Gary R. Clemons | President | 1996 | 2004 |
| Biography | Clemmons is a president and general partner of Mercator. He began his career as an investment professional over 16 years ago. From 1990 to 1993, he served as a research analyst and portfolio manager at Templeton Quantitative Advisors in New York. In addition, he served as an officer in the United States Marine Corps from 1981 to 1985. Clemons is a member of the South Florida Financial Analysts Society. | ||
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