Ability to invest in a diverse set of securities including high yield and investment grade corporates, floating rate, mortgage-backed, U.S. Treasuries, as well as interest and credit related derivatives.
What We Do
Time-tested Investment Strategy Rooted in Flexibility and Diversification
Systematic withdrawals may pose challenges for traditionally allocated portfolios that have less flexibility to take advantage of income opportunities.
An actively managed portfolio of diverse, growth, and income generating securities can provide a solid, core position for investors’ income needs.
Fixed Income
Equities
Equity investments span across common stock, preferred stocks, and equity-related derivatives.
Hybrid Securities
Invests in convertible securities and equity-linked notes.
At a Glance
Our Expertise
87.6B (USD)
Total assets under management*
1948
First strategy launched
20+ Years
Portfolio management team average years of experience*
Consistent
Strive for competitive and consistent yields
Diversified
Strive for competitive and consistent yields
Seek diversified sources of income
Dynamic
Stay nimble and practice dynamic asset allocation
*As of 6/30/2024
Investment Team
Portfolio Management
Edward D. Perks, CFA
Chief Investment Officer, Franklin Income Investors, President, Franklin Advisers, Inc.
Todd Brighton, CFA
Senior Vice President, Portfolio Manager
Brendan Circle, CFA
Senior Vice President, Portfolio Manager
Insights
Our Latest Thinking
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