Our hybrid, fundamental research structure encourages debate and idea exchange between sector and strategy specialists to deliver a unique, collaborative view on stock opportunities.
Stock-driven, not style-driven
We believe portfolios driven more by stock-specific exposures than by common factor risks are better able to consistently generate alpha and help manage downside risk across style regimes.
Differentiated alpha
Risk management
Portfolio construction is as important as stock selection in our process. We seek to amplify stock risk and minimize factor risk with the express goal of delivering a smoother performance journey regardless of style regime.
Client alignment
Delivering repeatable investment excellence to our clients is at the center of everything we do. The majority of portfolio manager and analyst compensation is performance based, aligning our success with that of our clients.
Putnam offers a range of equity portfolios that fall across size and styles, and span global markets.
A message from our CIO
The power behind our portfolios
As active investors, we believe our success depends on a highly capable and diverse team of portfolio managers and analysts.
Shep Perkins, CFA, Chief Investment Officer, describes the key components of Putnam’s investment philosophy and process.
Equity Insights
Research, analysis, and outlooks on current market trends, investment themes, sectors, and opportunities. See all our Insights.
Putnam news and views
Putnam insights shared on Franklin Templeton Institute
Kate Lakin, Director of Research and Portfolio Manager at Putnam, joined Stephen Dover, Head of Franklin Templeton Institute, to discuss tariffs and artificial intelligence, and the implications for investors.
Tariffs, markets and the economy
Tariffs and the shifting global trade landscape have been a major theme in equity markets. Kate Lakin joined Stephen Dover for two webinars to discuss tariffs and their impact on equity markets.
Watch the July 10 webinar >
Read the July 10 webinar recap >
Watch the August 4 webinar >
Read the August 4 webinar recap >
The outlook for AI technology stocks
Kate Lakin joined Stephen Dover to discuss challenges and opportunities related to investing in artificial intelligence, as well Putnam analysts’ key areas of focus when researching AI stocks.