Templeton Emerging Markets (TEM) has a long track record going back over 30 years. Chetan Sehgal joined Franklin Templeton in 1995 and has been the lead portfolio manager since February 2018, and prior to that was co-manager from October 2015. Andrew Ness joined as the co- manager in September 2018. They are supported by a 60+ analyst team based in 14 key emerging market countries. The trust invests in emerging market stocks, with the managers taking a bottom-up stock selection approach. The team seek companies that offer quality growth over a five- year horizon that are trading at a discount to their intrinsic value. Chetan and Andrew run a fairly concentrated and high conviction 60-80 stock portfolio.
