Jacquelyne J. Cavanaugh
Portfolio Manager, Analyst
Ms. Cavanaugh is a Portfolio Manager and an Analyst in the Equity Research group, focusing on the global
financial and U.S. health-care sectors. She is a Portfolio Manager of Putnam Focused Equity Fund and
Putnam Research Fund. As an Analyst, Ms. Cavanaugh is responsible for conducting fundamental
analysis, developing insights on material sustainability issues, assessing valuations, and making buy/sell
recommendations for companies in the global investment banking, global brokerage and insurance,
alternative asset management, and managed care industries. She joined Putnam in 2011 and has been in
the investment industry since 1995.
More from the Equity team
When to pay attention to insider buying
Studying the actions of smart insiders can be a valuable investment tool, and certain types of buying can signal an excellent entry point for a stock or group of stocks.
Don't overlook international small caps
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.
Time-as-a-Service, anyone?
The evolution of time-as-a-service illustrates the changing nature of economic moats, competitive advantages that protect a company’s market share.
China technology stocks in a reboot, not a shutdown
China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.