Spencer Morgan, CFA
Portfolio Manager
Mr. Morgan is a Portfolio Manager of Putnam Focused International Equity Fund and Putnam
International Capital Opportunities Fund. He joined Putnam in 2010 and has been in the investment
industry since 2009.
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.