Brett S. Kozlowski, CFA

Co-Head of Structured Credit

Mr. Kozlowski is Co-Head of Structured Credit within Fixed Income, focusing on Putnam's structured credit strategies as well as 37 Capital's alternative structured credit strategies. He is responsible for developing investment strategies within structured credit sectors, including commercial mortgage and structured finance securities. Mr. Kozlowski also leads Putnam’s ESG effort within structured credit. He collaborates with portfolio managers and analysts on ESG integration to assess the fundamental relevance of ESG issues at a security level, and the potential for alpha generation and risk mitigation at the portfolio level.

Mr. Kozlowski is a Portfolio Manager of Putnam Diversified Income Trust, Putnam Income Fund, Putnam Master Intermediate Income Trust, Putnam Mortgage Opportunities Fund, Putnam Mortgage Securities Fund, Putnam Premier Income Trust, Putnam Short Duration Bond Fund, and several institutional portfolios. In addition, he is a Portfolio Manager of 37 Capital’s Structured Credit and Private Mortgage funds. Mr. Kozlowski joined Putnam in 2008 and has been in the investment industry since 1997.

Mutual Funds

Fact sheet Annual Semi annual
Diversified Income Trust
Income Fund
10-year Morningstar RatingTM among 363 funds in the Intermediate Core-Plus Bond category.
Mortgage Opportunities Fund
5-year Morningstar RatingTM among 263 funds in the Nontraditional Bond category.
Mortgage Securities Fund
Short Duration Bond Fund
Overall Morningstar RatingTM among 547 funds in the Short-Term Bond category.
10-year Morningstar RatingTM among 341 funds in the Short-Term Bond category.
5-year Morningstar RatingTM among 483 funds in the Short-Term Bond category.
3-year Morningstar RatingTM among 547 funds in the Short-Term Bond category.

Closed End Funds

Master Intermediate Income Trust
Premier Income Trust

More from the Fixed Income team

Sector views

Fixed income markets experienced widespread declines in the U.S. and globally in the third quarter of 2022, as inflation remained high and became more broad-based.

More »

Expect a pause, not a pivot, as savings fuel spending

In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

More »

High job openings signal wage-price spiral

Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.

More »

Covid-related labor imbalances complicate Fed's inflation fight

Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.

More »