Today the Franklin Regional Retirement Board had its annual meeting with its large cap managers and found both to be performing as expected. Polen Capital, being the board’s large cap growth manager has done exceptionally well in a period that favors growth stocks – enough so that the board was able to harvest gains to help fund one of its new mid cap positions. As the manager of the board’s large cap value allocation, O’Shaughnessy Asset Management has done well to maintain discipline even though facing headwinds in value stocks.
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Recent Articles
- The Approved Minutes of the Wednesday, May 29, 2024, Regular Board Meeting have been uploaded.
- Agenda for the Wednesday, June 26, 2024 Regular Board Meeting
- The Approved Minutes of the Wednesday, April 24, 2024, Regular Board Meeting have been uploaded
- Office Closure
- Agenda for the Wednesday, May 29, 2024 Regular Board Meeting