Lauren Templeton Capital

What Lauren Templeton Capital does

Templeton and Phillips Capital Management, LLC (operating as Lauren Templeton Capital) is a privately-held value investing boutique founded in 2001 by Lauren C. Templeton with $30 million in seed capital from her mentor, Sir John Templeton. The firm is headquartered in Lookout Mountain, Tennessee, and operates as an SEC-registered investment adviser with a small team of 1-10 employees led by Founder/CEO Lauren C. Templeton and Principal/CIO D. Scott Phillips Jr.

The firm offers three core products: (1) the Templeton and Phillips Partners Fund, LLC, a global value private fund for accredited investors; (2) the TP Marval India Fund, L.P., a country-focused fund investing in Indian small and mid-cap companies for qualified purchasers, managed in partnership with Marval Capital, Ltd. of Ontario; and (3) an Outsourced CIO service providing customizable broader asset allocation solutions on a select basis, drawing on the firm's experience with non-profits and endowments. The investment methodology centers on a contrarian "Maximum Pessimism" philosophy, seeking opportunities where market expectations are too low relative to probable long-term performance, capitalizing on behavioral mispricing during market panics, recessions, and credit cycles.

Revenue is generated through recurring management and advisory fees on the private funds and separately managed accounts. Distribution is direct and high-touch, targeting high net worth individuals, families, non-profits/endowments, and institutions. The firm supplements client acquisition with content marketing through three published investment books, a periodic "Maximum Pessimism Report" newsletter, conference speaking, and media appearances. The firm is not affiliated with Franklin Templeton Investments and does not disclose financials publicly.

Name

Lauren Templeton Capital

Legal name

Templeton and Phillips Capital Management, LLC

Website

https://templetonandphillips.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Templeton and Phillips Capital Management is a Tennessee-based value investing boutique founded in 2001, managing two private funds (global and India-focused) plus outsourced CIO services for high net worth individuals, families, non-profits, and institutions using a contrarian "Maximum Pessimism" philosophy.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Value investing management
• Private fund management
• Outsourced CIO services
• Contrarian equity investing
• High net worth advisory

Headquarters

HQ city

Lookout Mountain

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Private Fund Management: Management fees from Templeton and Phillips Partners Fund, LLC (global value private fund open to accredited investors) and TP Marval India Fund, L.P. (India-focused country fund open to qualified purchasers).
2. Outsourced CIO Service: Customized broader asset allocation solution offered on a select basis, leveraging experience from working with non-profits and endowments. Revenue derived from advisory fees for managing client portfolios and liquidity/distribution needs.
3. Separately Managed Accounts: Long-only separately managed accounts for high-net-worth individuals and institutions outside of Templeton philanthropies.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Lauren Templeton Capital (operating as Templeton and Phillips Capital Management, LLC) is a value-investing boutique that manages two private funds — the global Templeton and Phillips Partners Fund for accredited investors and the India-focused TP Marval India Fund for qualified purchasers — and provides a select Outsourced CIO service delivering customized asset-allocation solutions. The firm applies a contrarian "Maximum Pessimism" philosophy to identify investments where market expectations are too low relative to long-term performance potential.

Product overview

Templeton and Phillips Capital Management, LLC is a value investing boutique offering a focused portfolio of investment solutions. The firm operates three core products: the Templeton and Phillips Partners Fund, LLC (a global value private fund for accredited investors), the TP Marval India Fund, L.P. (a country-focused India fund for qualified purchasers, managed in partnership with Marval Capital, Ltd.), and an Outsourced CIO service (customizable broader asset allocation for select clients). The firm also distributes research and thought leadership through its periodic commentary "The Maximum Pessimism Report" and has published three investment books: "Investing the Templeton Way," "Buying at the Point of Maximum Pessimism," and "The Templeton Touch."

Differentiator

Problem solved

Functional benefit

Products and services

• Templeton and Phillips Partners Fund, LLC A global value private fund focused on value-oriented investments, available to accredited investors. The fund is managed using contrarian investment strategies that seek opportunities where market expectations are too low relative to a company's probable long-term performance.
• TP Marval India Fund, L.P. A country-focused fund that invests solely in Indian small and mid-cap companies, managed in partnership with Marval Capital, Ltd. of Ontario. Available to qualified purchasers seeking exposure to the world's fastest-growing economy.
• Outsourced CIO Service A customizable broader asset allocation solution offered on a select basis to clients seeking comprehensive investment management. Draws upon the firm's experience working with ultra-high net worth clients and non-profits, managing liquidity and distribution needs.
• Separately Managed Accounts Long-only separately managed accounts for high-net-worth individuals and institutions outside of Templeton philanthropies, managed under the firm's value-investing approach.

Quantifiable outcome

• Successfully managed investment portfolios through multiple market cycles since 2001

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Marval Capital, Ltd.coreStrategic or Co-development PartnerPartnership with Marval Capital, Ltd., based in Ontario, Canada, to co-manage the TP Marval India Fund, L.P., a country-focused fund investing solely in India. This partnership enables Templeton & Phillips to offer India-focused investment exposure through a manager with specialized local market expertise.

Scale indicators2 records

Recent moves9 records

Expansion highlights4 records

Direct peers

• Tweedy, Browne Company: Long-standing, employee-owned value investing boutique applying Benjamin Graham-style deep-value analysis to global equities. Closely comparable in scale, philosophy, and distribution (private funds for qualified investors), making it the most direct comp for Templeton & Phillips.
• Pzena Investment Management: Classic deep-value asset manager offering global and emerging-markets value strategies to institutional and retail clients via mutual funds and SMAs. Closely aligned with Templeton & Phillips' value philosophy, multi-vehicle structure, and HNW/institutional distribution.
• Ruane, Cunniff & Goldfarb (Sequoia Fund): Boutique value investment manager best known for the Sequoia Fund, applying concentrated, fundamental analysis to a small number of holdings. Highly comparable as a small, principles-driven value boutique with a long operating history and concentrated portfolios.
• Longleaf Partners (Southeastern Asset Management): Value-oriented asset manager running the Longleaf Partners mutual funds with a concentrated, contrarian approach. Comparable in philosophy, concentrated-portfolio construction, and use of mutual fund and institutional vehicles to deliver value exposure.
• First Eagle Investment Management: Independent value-oriented manager offering global and international value strategies via mutual funds and SMAs. Comparable as a value boutique with global reach and a multi-product structure serving both retail and institutional clients.
• Ariel Investments: Employee-owned value boutique managing mutual funds and SMAs using a patient, fundamental approach. Comparable as a small, brand-driven value manager with concentrated portfolios and a long-standing client base.
• Vulcan Value Partners: Boutique concentrated-value manager applying deep fundamental analysis to a small number of holdings. Highly comparable to Templeton & Phillips as a small, founder-led value boutique with concentrated portfolios and a select client base.

Broad incumbents

• Oakmark Funds (Harris Associates): Larger value-oriented manager offering the Oakmark fund family across US, international, and global mandates. Comparable in philosophy but operates at meaningfully greater scale and broader distribution than Templeton & Phillips.
• Dodge & Cox: Independent, employee-owned value manager running mutual funds across US, international, global, and fixed income. Comparable in deep-value, contrarian philosophy and long-duration ownership mindset, but at substantially greater scale and brand recognition.
• ClearBridge Investments: Large diversified asset manager with a strong value equity franchise (e.g., ClearBridge Aggressive Growth, ClearBridge Value). Comparable in value investing capability but operates as part of a much larger platform with broad product offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/LCTempleton
• Facebookfacebook.com/TempletonandPhillips
• LinkedInlinkedin.com/company/templeton-and-phillips-capital-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lauren Templeton Capital