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 1,141 funds in the Large Value category based on total return as of 08/31/23.

Focused Large Cap Value ETF (PVAL)

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

Most recent equity posts

Debt troubles at Country Garden threaten global blight

Debt troubles at Country Garden threaten global blight

China's largest property developer faces a liquidity crisis amid a broader slowdown in its property market. Watch for effects across other sectors and markets.

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Fed's quantitative tightening (QT) will face constraints

Fed's quantitative tightening (QT) will face constraints

The Fed is pursuing QT while being careful to avoid market disruption. Compare scenarios for QT and markets in Putnam's Macro Report.

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High rates and lower bank lending may lift BDCs

High rates and lower bank lending may lift BDCs

Tighter bank credit conditions may drive new growth opportunities for some business development companies (BDCs).

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