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