Di Yao

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.

Blog posts

The future is happening faster now

9/2/2020

We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.

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Implications of the Huawei export ban

5/23/2019

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.

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