Eric N. Harthun, CFA Portfolio Manager

Funds managed

Fact sheet Annual Semi-annual
Convertible Securities Fund
overall Morningstar rating among 75 funds in the Convertibles category.
10-year Morningstar rating among 41 funds in the Convertibles category.
Small Cap Value Fund

Whitepapers

Holding the middle ground with convertible securities

16-Oct

With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. This study highlights Putnam's active approach to managing a convertibles portfolio.