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A Large-Value Fund With a Focus on Distressed Debt

Bronze-rated Franklin Mutual Quest is a solid long-term investment option.

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Jonathan Wallace: Bronze-rated Franklin Mutual Quest is one of several offerings from Franklin's Mutual Series Group that traces it lineage back to famed value investor Michael Price.

Experienced comanagers Shawn Tumulty and Keith Luh are the Mutual Series Group's specialists on distressed investing. Each of the analysts in the Mutual Series Group are sector specialists. The fund benefits from the group's skill, depth, and experience to deploy this fund's decades-old, fundamentally driven investment process that focuses on bottom-up stock-picking to uncover securities that they believe are currently mispriced by the market. When purchasing a security, they seek both a margin of safety as well as what they see as a catalyst that will trigger the market to realize the value of that security.

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Jonathan Wallace does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.