Franklin Growth Opportunities Fund

Investor Summary

The fund is managed by a three-person team led by Grant Bowers (15+ years tenure), Sara Araghi (6+ years tenure), and Anthony Hardy (joined 2024). Grant Bowers brings 25+ years at Franklin Templeton with expertise across multiple sectors and a track record of 8.4% annualized returns. Sara Araghi specializes in media, entertainment, and consumer sectors with strong analytical credentials from UC Berkeley and CFA designation. Anthony Hardy adds FinTech expertise with 14+ years investment experience and MBA from Wharton.

Fund Strategy

The Franklin Growth Opportunities Fund seeks capital appreciation through predominantly investing in equity securities of companies demonstrating accelerating growth, increasing profitability, or above-average growth potential compared to the overall economy. The fund employs a concentrated, high-conviction approach with significant flexibility for sector concentration based on market conditions and emphasizes investments in both large-cap and smaller to midsize growth companies with strong fundamental characteristics.

ANNUALIZED SINCE INCEPTION	QUARTERLY	YTD
10.7%	4.0%	10.0%

Date	Letter	Tickers	Keywords	Pitches	Quick Takes
Nov 5 2025	2025 Q3	-	AI, Growth Stocks, innovation, semiconductors, technology	-	The fund highlights the dominant role of AI and automation as structural growth drivers reshaping multiple industries. It emphasizes opportunities in AI-powered technology, semiconductors, and digital platforms, noting US firms leadership in these sectors. Despite volatility in select holdings, the outlook remains positive on innovation-led productivity and long-term earnings growth.
Aug 4 2025	2025 Q2	-	AI, earnings, infrastructure, innovation, secular growth	-	The letter focuses on secular growth supported by AI adoption, industrial reshoring, and infrastructure investment. Management highlights bottom-up stock selection in high-quality growth franchises despite tariff-related volatility. Growth is expected to remain resilient as innovation accelerates.
Jun 30 2024	2024 Q2	-	-	-

Date

Letter

Tickers

Keywords

Pitches

Quick Takes

Nov 5 2025

2025 Q3

AI, Growth Stocks, innovation, semiconductors, technology

The fund highlights the dominant role of AI and automation as structural growth drivers reshaping multiple industries. It emphasizes opportunities in AI-powered technology, semiconductors, and digital platforms, noting US firms leadership in these sectors. Despite volatility in select holdings, the outlook remains positive on innovation-led productivity and long-term earnings growth.

Aug 4 2025

2025 Q2

AI, earnings, infrastructure, innovation, secular growth

The letter focuses on secular growth supported by AI adoption, industrial reshoring, and infrastructure investment. Management highlights bottom-up stock selection in high-quality growth franchises despite tariff-related volatility. Growth is expected to remain resilient as innovation accelerates.

Jun 30 2024

2024 Q2

QUARTER	THEMES	TAGS
2025 Q3	AI AI has been integrated into RGA's research process through tools like NotebookLM, Gems in Gemini, and Claude Code. The firm views AI as a force multiplier for human judgment rather than a replacement, emphasizing the Kasparov Law principle. They believe the market narrative around AI displacement is swinging to unhelpful extremes, creating investment opportunities.	Machine Learning Automation Software Productivity Innovation
	Innovation
2025 Q2	Growth

QUARTER

THEMES

AI

AI has been integrated into RGA's research process through tools like NotebookLM, Gems in Gemini, and Claude Code. The firm views AI as a force multiplier for human judgment rather than a replacement, emphasizing the Kasparov Law principle. They believe the market narrative around AI displacement is swinging to unhelpful extremes, creating investment opportunities.

Machine Learning Automation Software Productivity Innovation

Innovation

2025 Q2

Growth

Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Exchange	Keywords	Action
No Elevator Pitches found

Date

Pitch Type

Author

Ticker

Company

Industry

Sub Industry

Bull / Bear

Exchange

Keywords

Action

No Elevator Pitches found

TICKER	COMMENTARY
No ticker commentary found.

TICKER

COMMENTARY

No ticker commentary found.

Ticker	Put/Call	Amount Bought	Shares Bought	% Change	Weight %
No Recent Buys Data

Ticker

Put/Call

Amount Bought

Shares Bought

% Change

Weight %

No Recent Buys Data

Ticker	Put/Call	Amount Sold	Shares Sold	% Change	Weight %	Status
No Recent Sells Data

Ticker

Put/Call

Amount Sold

Shares Sold

% Change

Weight %

Status

No Recent Sells Data

Industry	Prev Quarter %	Current Quarter %	Change
No industry data available

Industry

Prev Quarter %

Current Quarter %

Change

No industry data available

Grant Bower

Franklin Growth Opportunities Fund

Investment Summary

Investor Summary

Fund Strategy

FUND PERFORMANCE AS OF 30th September 2025

Investor Letters

Latest Executive Summary:

Executive Summary

Core Thesis

Forward Outlook

Investment Themes

AI

Innovation

Growth

Investor Pitches

Current Portfolio as of ( 30th September 2025 )

Key Risks identified by Manager:

Key catalysts include:

Portfolio Implications

Ticker Commentary

Grant Bower Top Holdings

Recent Buys (13F)

Recent Sells (13F)

13F Sector Summary

Portfolio Distribution

Latest 13D & 13G Filings

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On:

Subscribe to receive email notification and updates for:

Franklin Growth Opportunities Fund