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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

Our hybrid, fundamental research structure encourages debate and idea exchange between sector and strategy specialists to deliver a unique, collaborative view on stock opportunities.

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. 

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