Our distinctive equity philosophy emphasizes building conviction in stock-specific opportunities through research, dialogue, and debate, combined with rigorous portfolio construction that aims to reduce downside risk.

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Choose from a range of strategies

We offer actively managed specialized value, core, and growth strategies across U.S. large, mid, and small caps as well as global, non-U.S., and emerging markets.

Emerging Markets Equity Emerging Markets Equities July 31, 1997 MSCI Emerging Markets Index (ND)
Emerging Markets Small Cap Equity Emerging Markets Equities May 31, 2019 MSCI Emerging Markets Small Cap Index
Global Healthcare Sector/Thematic Equities August 31, 1993 MSCI World Health Care Index (ND)
Global Sustainable Equity Sustainable Equities April 30, 2021 MSCI World Index (ND)
Global Technology Sector/Thematic Equities January 31, 2009 MSCI ACWI Information Technology Index (ND)
Non-U.S. Core Equity Core Equities December 31, 1986 MSCI EAFE Index (ND)
Non-U.S. Small Cap Equity Small Cap Equities March 31, 2016 S&P Developed ex-U.S. SmallCap Index
MSCI EAFE Small Cap Index
Non-U.S. Value Equity Value Equities August 31, 1996 MSCI EAFE Value Index (ND)
Sustainable Future Sustainable Equities November 30, 2017 Russell Midcap Growth Index
Sustainable Leaders Sustainable Equities March 31, 2018 S&P 500 Index
U.S. Core Equity Core Equities October 31, 2010 Russell 3000 Index
U.S. Core Equity Concentrated Core Equities August 31, 2018 Russell 3000 Index
U.S. Large Cap Growth Equity Growth Equities January 31, 2009 Russell 1000 Growth Index
U.S. Large Cap Growth Equity Concentrated Growth Equities March 31, 2017 Russell 1000 Growth Index
U.S. Large Cap Value Equity Value Equities December 31, 1992 Russell 1000 Value Index
U.S. Large Cap Value Equity Concentrated Value Equities November 30, 2016 Russell 1000 Value Index
U.S. Research Core Equities October 31, 1995 S&P 500 Index
U.S. Small Cap Growth Equity Small Cap Equities January 31, 2000 Russell 2000 Growth Index
U.S. Small Cap Value Equity Small Cap Equities March 31, 1993 Russell 2000 Value Index

No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of their initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. As with any investment, there is a potential for profit as well as the possibility of loss. Use of models and analytical, quantitative and risk management tools and techniques is no guarantee of investment success or positive performance. Putnam Investments does not guarantee any minimum level of investment performance or the success of any investment strategy.