Market Thinkers with Don Huber, Franklin Templeton Investments

With all attention focused on the ubiquitous FANGS, there is a rapidly expanding group of fast-growing companies seeking to disrupt the original disrupters. By and large these companies are nimble, technology-enabled and targeted huge and growing addressable audiences through user friendly concepts, products or services. Yet most of these faster growing companies lie outside of the eyes of the major investors, in the mid-to-large cap space, where valuations range from $2 billion to $10 billion in market cap. Whilst small globally, these are large businesses in Australian terms and including anything from music streaming platforms, to asset managers and payment processors. In this session, we will discuss how Franklin Templeton has delivered incredible returns by looking outside the well-known names and looking for the next ‘Amazon’ or ‘Google’.

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