Years serving clients and shareholders
Unlocking value - no matter where.
At Mutual Series, we believe value stocks can be found almost anywhere – it’s a case of knowing where to look. We take a flexible approach that gives us the freedom to find value others might miss.
Unconstrained in our search for value
We’re not limited to traditional value stocks. Our flexible approach helps us uncover value wherever it resides —across industries and geographies, at any market capitalization.
Disciplined in the art of valuation
We have the discipline needed to realize the potential of our holdings. We invest in undervalued stocks with viable catalysts that we believe will change how the market views their true worth, unlocking value for our clients over time.
Investing with confidence forged over decades
Now in our eighth decade, we offer investors an evolved approach to value investing that can stand the test through all market cycles.
75+
US$34.7bn
in assets under management as of 30/09/2025
29
Portfolio managers and analysts headquartered in Short Hills, New Jersey
20
Average years of experience of portfolio managers and analysts
Investment leadership team
Christian Correa, CFA
President & Chief Investment Officer
Andrew B. Dinnhaupt, CFA
Director of Research
Sarah Copren
Head of Trading
Cort Gwon
Head of Investment
Risk Management &
Portfolio Analytics
Featured Funds
Franklin Mutual European Fund
Franklin Mutual European Fund (the “Fund”) is classified as Article 8 under EU Sustainable Finance Disclosure Regulation and aims to increase the value of its investments and, secondarily, to earn income over the medium to long term.
Franklin Mutual Global Discovery Fund
Franklin Mutual Global Discovery Fund (the “Fund”) is classified as Article 8 under EU Sustainable Finance Disclosure Regulation and aims to increase the value of its investments over the medium to long term.
Franklin Mutual U.S. Value Fund
The Fund aims to achieve long-term capital appreciation by investing principally in US equity and convertible debt securities. The Fund may also seek to invest in the securities of companies involved in mergers, consolidations, liquidations and reorganisations.
