Portfolio Manager, Analyst
Mr. Yao is a Portfolio Manager of Putnam Global Technology Fund. In addition, he is an Analyst in Putnam's Equity Research group and for 37 Capital's TMT Long/Short Equity strategy, focusing on the non-U.S. technology sector. He is responsible for conducting fundamental analysis, developing insights on material sustainability issues, assessing valuation of companies in the semiconductor and hardware industries, and making buy/sell recommendations. Previously at Putnam, Mr. Yao was a Programmer Analyst in the Equity Research group. He has been in the investment industry since he joined Putnam in 2005.
|Putnam Global Technology Fund|
The future is happening faster now
We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.
Implications of the Huawei export ban
With Huawei blocked by the U.S. Commerce Department from buying U.S. technology, we discuss ramifications on the technology sector and how the ban may end.