A collaborative and tenured team

We have developed a distinctive, team-based research culture to generate differentiated investment insights. Emphasizing dialogue and debate, our flat organizational structure encourages collaboration and information flow across portfolio managers, analysts, and traders.

To learn more about our team, visit our Investment professionals page.

Shep Perkins, CFA

Chief Investment Officer

In leading Putnam, Shep is responsible for investment management, research, trading, and global business strategy functions. This includes oversight of Putnam's portfolio and research teams and processes, risk and quantitative teams, client portfolio managers, thought leadership, sustainability initiatives and policies, and the strategy team.

Years in industry: 33 | Years at Putnam: 15

Kate Lakin

Director of Research
Core Strategies

Kate is responsible for managing an experienced team of equity analysts, covering all sectors and regions. She directs research initiatives, facilitates collaboration between Putnam portfolio managers and analysts, and ensures the quality of fundamental analysis and output.

Years in industry: 18 | Years at Putnam: 14

Alan G. McCormack, Ph.D., CFA

Head of Risk and Quantitative Strategies

Alan is responsible for managing quantitative research and investment risk at Putnam. He works closely with the equity investment teams in London and Boston on quantitative models and screens, portfolio construction, and the mitigation of unintended risks.

Years in industry: 35 | Years at Putnam: 19

Marc Lindquist

Head of Trading

Marc oversees all equity trading activities at Putnam. He manages a team of seasoned traders and has experience trading across all equity-related products, including swaps, options, futures, and program trades.

Years in industry: 30 | Years at Putnam: 30

Key numbers

51

portfolio managers and analysts, based in Boston, London, and Singapore

18 years

average experience for portfolio managers and analysts

28 years

average experience for senior team leaders

As of 6/30/2026.

This material is provided for general informational purposes only and should not be considered individualized investment advice, a recommendation or a solicitation to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton accepts no liability for losses arising from use of this material.

The views expressed are those of the investment manager as of the publication date and may change without notice. These opinions and analyses are based on certain assumptions, including market conditions that may change. They may differ from those of other portfolio managers or from the firm as a whole.

This material is not intended to provide a complete analysis of all material facts regarding any country, region or market. No assurance can be given that any forecast, projection or prediction regarding economies or financial markets will be realized. References to specific securities are for illustrative purposes only and should not be interpreted as recommendations or a solicitation to buy, sell, or hold any security.

Any research or analysis in this material has been prepared by Franklin Templeton for its own purposes and is provided incidentally. While the information included is believed to be reliable, its accuracy and completeness cannot be guaranteed, and it is subject to change without notice.

Past performance does not guarantee future results, or any profit or gain. All investments involve risks, including possible loss of principal.

Franklin Templeton offers environmental, social and governance (ESG) capabilities, though not all strategies or products incorporate ESG as part of the investment process.

Investment strategies and services may not be available in all jurisdictions. Please consult your financial professional or Franklin Templeton contact for further information.

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