Di Yao
Portfolio Manager, Analyst
Mr. Yao is a Portfolio Manager of Putnam Global Technology Fund. In addition, he is an Analyst in Putnam's Equity Research group and for 37 Capital's TMT Long/Short Equity strategy, focusing on the non-U.S. technology sector. He is responsible for conducting fundamental analysis, developing insights on material sustainability issues, assessing valuation of companies in the semiconductor and hardware industries, and making buy/sell recommendations. Previously at Putnam, Mr. Yao was a Programmer Analyst in the Equity Research group. He has been in the investment industry since he joined Putnam in 2005.
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.