Putnam Equities

Pursuing outperformance with active strategies

Explore our investment options

Equity investing

Our equities organization manages a range of funds that pursue outperformance of stock market indexes over time. We achieve our performance through deep fundamental research, which drives our stock selection and portfolio construction process.

Reducing downside market risk

We build portfolios that allow the unique features of each stock to have impact on performance. This process includes risk analysis to reduce unwanted volatility during market drawdowns.

We believe the key tenets of our philosophy contribute to performance

  • Portfolios that emphasize stock-specific qualities are better positioned for more consistent performance in all market environments
  • Incorporating context-relevant and financially material environmental, social, and governance insights enhances stock analysis
  • Active research is more successful when individuals have accountability while working in a collaborative team structure

Featured strategy: Large Cap Value

Portfolio managers Darren Jaroch, CFA, and Lauren DeMore, CFA, manage a disciplined process to target a wider array of opportunities than many other U.S. value portfolios. Get to know our multidimensional approach to value investing.

Available options:

Large Cap Value Fund (PEIYX)
Overall Morningstar Rating out of 1,139 funds in the Large Value category based on total return as of 10/31/22.

Focused Large Cap Value ETF (PVAL)

U.S. Large Cap Value Equity Concentrated (Separately Managed Account)

Most recent equity posts

Expect a pause, not a pivot, as savings fuel spending

Expect a pause, not a pivot, as savings fuel spending

In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

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High job openings signal wage-price spiral

High job openings signal wage-price spiral

Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.

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ESG: Hearing the signal above the noise

ESG: Hearing the signal above the noise

In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.

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