Walter D. Scully, CPA
Portfolio Manager, Analyst
Mr. Scully is a Portfolio Manager and an Analyst in the Equity Research group, focusing on the U.S.
consumer discretionary sector. He is a Portfolio Manager of Putnam Focused Equity Fund and Putnam
Research Fund. As an Analyst, Mr. Scully is responsible for conducting fundamental analysis, developing
insights on material sustainability issues, assessing valuations, and making buy/sell recommendations
for companies in the consumer cyclicals industries. He has been in the investment industry since he
joined Putnam in 1996.
More from the Equity team
The equity bull market is intact
In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.
Finding growth potential in unexpected places
For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.
Risk managers: Essential partners for delivering performance
A successful risk team is one that can analyze multiple measures of risk and work with investment teams before trades are executed to capture alpha.
Don't overlook international small caps
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.