Simon Davis

Co-Head of Equities

Mr. Davis is a Co-Head of Equities. Based in London, he is responsible for providing strategic direction to portfolio managers and equity analysts. In addition, Mr. Davis is the portfolio manager of Putnam Europe Equity Fund and Putnam International Equity Fund. He joined Putnam in 2000 and has been in the investment industry since 1988.

Funds managed

Fact sheet Annual Semi-annual Compare
Europe Equity Fund
International Equity Fund

Whitepapers

Equity Outlook

17-Oct

Analysis of global equity markets from the Co-Heads of U.S. and International Equities.


Blog posts

Are non-U.S. stocks truly cheap?

April 23, 2018

On the surface, U.S. stocks appear more expensive than non-U.S. stocks, but a quantitative comparison reveals the impact of sector valuations.


Are international stocks truly cheap?

April 18, 2018

On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.


Just how cheap are European equities?

November 15, 2017

Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.