Mr. O’Brien is Assistant Director of Equity Research, providing oversight and strategic direction to Putnam's team of equity analysts. In addition, he is a portfolio manager of Putnam Research Fund, and an analyst in Putnam's Equity Research group and for 37 Capital's TMT Long/Short Equity strategy, focusing on the U.S. technology sector. He is responsible for conducting fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries, and for making buy/sell recommendations. Previously at Putnam, he served as an Investment Associate on the U.S. consumer team. Mr. O'Brien has been in the investment industry since he joined Putnam in 2011.

Blog posts

Implications of the Huawei export ban

5/23/2019

With Huawei blocked by the U.S. Commerce Department from buying U.S. technology, we discuss ramifications on the technology sector and how the ban may end.

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