Putnam Equities

Pursuing outperformance with active strategies

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Working as a team for deeper insights

As active investors, we believe our success depends on a highly capable and diverse team of portfolio managers and analysts who work together in a collaborative research culture that generates differentiated investment insights.

Portfolio managers lead strategies to pursue outperformance of fund benchmarks. They collaborate with research analysts to identify the top stocks worth considering for their portfolios.

Analysts are responsible for developing investment recommendations by assessing the importance of a wide range of inputs. Tenured analysts specialize as industry sector experts or as equity strategy experts. These differences in specialties encourage debate and deeper research conviction.

Our Sustainable Equities team is central to the work of our Equities organization, and we embed analysis of ESG factors in the fundamental research that drives all our strategies. Our sustainability research focuses on the relevant, financially material issues specific to each stock.

Equity investing team

Shep Perkins, CFA

Chief Investment Officer, Equities

Kathryn B. Lakin

Director of Equity Research

Katherine Collins, CFA, MTS

Head of Sustainable Investing

Marc Lindquist

Head of Equity Trading

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

Average years of investment experience for portfolio managers and analysts

Average years of investment experience for senior team leaders