Franklin Resources (BEN) Surged 47.3% in Q2 According to Kopernik Global All-Cap Fund
Kopernik Global All-Cap Fund reported a strong performance from Franklin Resources Inc. (NYSE:BEN), which delivered a total return of 47.3% during the second quarter of 2026, despite broader market challenges favoring growth stocks over value-oriented investments. The fund faced underperformance in Q2 as materials and energy sectors detracted returns, while precious metals like gold and silver fell sharply by 16% and 21%, respectively. However, Franklin Resources stood out with its significant return, contributing positively to the portfolio despite overall market volatility. Kopernik remains committed to a long-term value strategy, viewing recent corrections in undervalued sectors as buying opportunities. The firm plans to use ongoing volatility to build positions where fundamental analysis indicates strong upside potential.
Tickers: $BEN
Topics: Franklin Resources Kopernik Global All-Cap Fund market volatility value investing