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
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
Innovation is driving exciting growth across emerging market countries.
Recent default warnings from one of China's leading real estate development companies signaled a bigger property problem in the sector.
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.