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Evan McCulloch - March 24th 4PM

How the Big Firms Make their Investment Decisions

Golden Gate Univ. Room 3214

TSAA-SF Members - $10

Non-members - $20


Normally, our speakers come and give presentations on their technical analysis of various stocks, sectors & markets and then share their methodology with us.  Evan’s talk will be much different than the norm, but I believe it will be highly beneficial for all who attend.  So, please don’t miss this opportunity to come listen to Evan talk about his job as Director of Research, Portfolio Manager and Analyst at this prestigious local investment firm.   

Some of the strategies of his fund are;

  • Taking a bottom-up approach to individual stock selection.
  • Looking for companies that possess products with favorable competitive profiles, large market opportunities and strong intellectual property.
  • Favoring companies with excellent management, strong financial characteristics and attractive valuations.
  • Their San Francisco Bay Area location is shared by many leading biotechnology companies, enabling us to easily attend scientific meetings and symposia, and to consult with community and academic physicians.

Evan will start his talk by answering some pre-selected questions and will then field questions from the audience.  His talk will begin at 4 pm and will last until at least 5 pm and will possibly go until 6 pm.

Evan McCulloch is Senior Vice President, Director of Equity Research for Franklin Equity Group. Mr. McCulloch is also the lead portfolio manager of Franklin Biotechnology Discovery Fund. Mr. McCulloch specializes in research analysis of biotechnology and emerging pharmaceutical companies, with a therapeutic focus on infectious diseases, ophthalmology, pulmonology, cardiovascular disease, gastroenterology and the central nervous system. Prior research coverage includes the pharmaceutical, medical technology and healthcare service sectors.

Mr. McCulloch joined Franklin Templeton Investments in 1992. He holds a B.A. in economics from the University of California at Berkeley, is a Chartered Financial Analyst (CFA) charterholder, and a member of the CFA Institute and the Security Analysts of San Francisco (SASF).

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