A collaborative investment team
We have developed a distinctive, team-based research culture to generate differentiated investment insights. Emphasizing dialogue and debate, we encourage collaboration and information flow across our portfolio managers and research analysts.
A flat structure fosters information flow
Our equity research benefits both from the fundamental and quantitative expertise of our portfolio managers, analysts, and traders and from their diverse perspectives: approximately 40% of our portfolio managers and 60% of our analyst team are women and/or people of color.
Our culture prizes collaboration
In group meetings and stock pitches, analysts and portfolio managers present investment ideas, solicit feedback, and hear the views of colleagues to arrive at a thorough assessment of a potential opportunity or risk.
Sustainability analysis informs our equity strategies
Leveraging our deep understanding of the key performance drivers of individual companies, our sustainability research focuses on the relevant, financially material issues specific to each stock.
Explore our expertise
Visit our investment professionals page for details about our team's diverse skills and experience.
As of 9/30/23.
With a flat organizational structure for the overall group, senior leadership team members are tenured individuals who help to encourage integrated efforts across our portfolio management, research analyst, and trading teams.
Shep Perkins, CFA, Chief Investment Officer, Equities
In leading the overall Equities group, Mr. Perkins is responsible for portfolio management, research, and trading. He serves as a member of Putnam’s Operating Committee. He is also a member of the ESG Leadership Committee, which leads environmental, social, and governance initiatives across the firm.
Kathryn B. Lakin, Director of Equity Research
Responsible for managing the analyst team covering all sectors and regions, Ms. Lakin directs research initiatives and ensures the quality of the team’s output. She also guides sustainability integration within research and facilitates collaboration between Putnam's equity portfolio managers and the research team.
Katherine Collins, CFA, MTS, Head of Sustainable Investing
Leading the Sustainable Equity team, Ms. Collins advances collaboration between portfolio managers and analysts on ESG integration at the security and portfolio levels. She also guides Putnam’s investment research, strategy implementation, and thought leadership on ESG issues and is a portfolio manager on two sustainable equity strategies.
Marc Lindquist, Head of Equity Trading
Overseeing all equity trading activities at Putnam, Mr. Lindquist manages the team of equity traders. He has experience trading across all equity-related products, including swaps, options, futures, and program trades.
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. As part of our investment analysis, depending on the strategy or portfolio in question, we may integrate environmental, social, or governance (“ESG”) issues or considerations into our research and/or investment decision-making. We believe that certain ESG issues are relevant and material to long-term business fundamentals and security values, and important to all investors. We integrate ESG considerations in our research across asset classes, noting that investment-relevant issues vary by sector, geography, asset class, and issuer context. Research that is tailored to these different settings has potential to add meaningful value. Because our goal is to focus research in areas that are most investment relevant, our approaches are guided by mapping financially material ESG issues. We have internally developed materiality maps to help structure our ESG-related research priorities, with a goal of adding investment-relevant insights.