Edwin Lugo attended Columbia University where he studied Finance. He holds an MBA and the CFA designation. Edwin joined Franklin Templeton Investments in 2006 and has over 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Edwin is a board member of the College Bound Foundation and an alumnus of the Robert A. Toigo Foundation.
The Fund's investment objective is capital appreciation. The Fund seeks to achieve its investment objective by investing principally in the equity and/or equity-related securities (including warrants and convertible securities) of small and mid-cap companies globally. In selecting equity investments, the Investment Manager employs an active, bottom-up fundamental research process to search for individual securities believed to possess superior risk-return characteristics. The base currency of the Fund is US dollar.
- Czech Republic
- South Africa
- Trinidad & Tobago
- United Kingdom