Edwin Lugo II, Senior Vice President at Franklin Global Advisers, speaks with Wall Street Week’s Al Berkeley about trends in global small/mid cap stocks. Mr. Lugo manages several funds for the division of Franklin Templeton. He explains how he’s carefully entering areas that other investors seem to be avoiding.
In Part Two of the video (below) Mr. Lugo discusses some favorite holdings including an alcoholic beverage maker with European exposure, a “de-mutualized” U.S. bank, and finally a potential bargain floor opportunity in elevators.