Equity
Putnam brings a unique investment model to equity management
- Collaborative culture promotes sharing of ideas across portfolios, industries, sectors, and asset classes
- Entrepreneurial approach to research promotes targeted, proactive, independent, and collaborative thinking
- Professionals bring best practices from a variety of industry experiences
- Our organization balances global presence with efficiency of flexibility and nimbleness
- Compensation structure aligns portfolio manager interests to investor interests
- Incentive compensation largely tied to performance, not asset growth
Equity capabilities
Putnam's equity capabilities include strategies based on style, geography, and risk. Dedicated portfolio managers and global equity analysts perform bottom-up fundamental research to evaluate key drivers of return and to identify what we believe are the best investment opportunities. Sophisticated risk management tools are used to construct portfolios to meet specific risk parameters.
| Strategy | Category |
|---|---|
| Capital Spectrum | U.S. Equities |
| Equity Spectrum | U.S. Equities |
| European Core Equity | International Equities |
| Global Core Equity | Global Equities |
| Global Small Cap Core Equity | Global Equities |
| International Core Equity | International Equities |
| International Growth | International Equities |
| International Small Cap Core | International Equities |
| Low Volatility Equity | U.S. Equities |
| Strategic Volatility Equity | U.S. Equities |
| U.S. Large Cap Growth | U.S. Equities |
| U.S. Small Cap Core | Small-Cap Equities |
| U.S. Small Cap Growth | Small-Cap Equities |
| U.S. Small Cap Value | Small-Cap Equities |
| U.S. Value Equity | U.S. Equities |