Walter D. Scully, CPA
Portfolio Manager, Analyst
Mr. Scully is a Portfolio Manager and an Analyst in the Equity Research group, focusing on the U.S.
consumer discretionary sector. He is a Portfolio Manager of Putnam Focused Equity Fund and Putnam
Research Fund. As an Analyst, Mr. Scully is responsible for conducting fundamental analysis, developing
insights on material sustainability issues, assessing valuations, and making buy/sell recommendations
for companies in the consumer cyclicals industries. He has been in the investment industry since he
joined Putnam in 1996.
More from the Equity team
Value investing for all seasons
We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling
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Innovation is driving exciting growth across emerging market countries.
China property problem — Bigger than Mt. Evergrande
Recent default warnings from one of China's leading real estate development companies signaled a bigger property problem in the sector.
Don't overlook international small caps
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.