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 |
| Emerging Markets Equity | International Equities |
| Equity Spectrum | U.S. Equities |
| Global Core Equity | Global Equities |
| Global Low Beta Equity | Global Equities |
| International Core Equity | International Equities |
| International Growth Equity | International Equities |
| Strategic Volatility Equity | U.S. Equities |
| U.S. Large Cap Growth Equity | U.S. Equities |
| U.S. Large Cap Value Equity | U.S. Equities |
| U.S. Low Volatility Equity | U.S. Equities |
| U.S. Small Cap Growth Equity | Small-Cap Equities |
| U.S. Small Cap Value Equity | Small-Cap Equities |