Spencer Morgan, CFA
Portfolio Manager, Analyst
Funds managed |
Fact sheet | Annual | Semi-annual |
|---|---|---|---|
| International Capital Opportunities Fund |
Putnam Investments - Defined Contribution Investment Only
- Blend 10
- Global Sector 9
- Growth 5
- Value 5
Pricing and fund documents
- Pricing and performance
- Prospectuses/fund documents
- Historical pricing
Our fundamental approach
Only an active approach can offer more than the market. Our portfolio managers invest with conviction based on fundamental research and a proactive view of risk.
Insights on investing
Manager spotlight
D. William Kohli, Chief Investment Officer, Fixed Income on how his background in quantitative analysis contributes to his approach to investing in dynamic markets.
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Shaping the curve in glide path design
In designing an optimal glide path for a target date fund, it is critical to focus on portfolio size, investor time horizon, and volatility.
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