Equity

Philosophy

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 the best investment opportunities. Sophisticated risk management tools are used to construct portfolios to meet specific risk parameters.

Capabilities

  • Seasoned analysts and entrepreneurial sector specialists
  • Individual portfolio manager authority
  • Globally integrated research organization
  • Equity analysts cover 1,000 of the world's largest stocks
  • Compensation structure aligned with performance goals
  • Analysts empowered to generate independent research
  • Stringent and independent risk management
  • Large enough to conduct research on a global scale; nimble enough to pursue niche opportunities and to collaborate across disciplines

 

Putnam U.S. Large Cap Value Equity

 

International Small Cap Core Equity

 

Equity Spectrum

 

Capital Spectrum

* No assurance can be given that the investment objective or target return will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the product profile for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.

Assets may include accounts that are not reflected in the composite.

Portfolios that engage in short sales of securities can incur losses if the securities appreciate in value and may experience higher volatility due to leverage resulting from investing the proceeds of securities sold short. When short selling, investors sell borrowed shares hoping to repurchase them at a lower price before returning them to the lender. This risk is greatest in volatile markets. Losses could be limitless.