Equity

We believe active fundamental research can identify key drivers of return that may not be fully reflected in a stock’s price, offering opportunities to potentially outperform market indexes over time.

Competitive advantages

  • Entrepreneurial approach generates independent and proactive thinking.
  • Collaborative culture promotes sharing ideas across portfolios, asset classes, and areas of sector expertise.
  • Diversity of professional experience brings a variety of perspectives to key questions.
  • Optimal organizational scale balances global presence with nimble decision-making.
  • Compensation incentive structure aligns portfolio manager performance goals with investor interests.

Equity capabilities

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

Strategy Category Inception date Benchmark
Emerging Markets Equity International Equities July 31, 1997 MSCI Emerging Markets Index (ND)
Non U.S. Core Equity International Equities December 31, 1986 MSCI EAFE Index (ND)
Non-U.S. Small Cap Equity Small-Cap Equities March 31, 2016 S&P Developed ex-U.S. SmallCap Index
MSCI EAFE Small Cap Index
Sustainable Future U.S. Equities November 30, 2017 Russell Midcap Growth Index
Sustainable Leaders U.S. Equities March 31, 2018 S&P 500 Index
U.S. Large Cap Growth Equity U.S. Equities January 31, 2009 Russell 1000 Growth Index
U.S. Large Cap Growth Equity Concentrated U.S. Equities March 31, 2017 Russell 1000 Growth Index
U.S. Large Cap Value Equity U.S. Equities December 31, 1992 Russell 1000 Value Index
U.S. Large Cap Value Equity Concentrated U.S. Equities November 30, 2016 Russell 1000 Value Index
U.S. Small Cap Growth Equity Small-Cap Equities January 31, 2000 Russell 2000 Growth Index
U.S. Small Cap Value Equity Small-Cap Equities March 31, 1993 Russell 2000 Value Index

Browse our Perspectives

Don't overlook non-U.S. small caps

Don't overlook non-U.S. small caps

When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.

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Time-as-a-Service, anyone?

Time-as-a-Service, anyone?

The evolution of time-as-a-service illustrates the changing nature of economic moats, competitive advantages that protect a company’s market share.

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Clean energy: Myths, reality, and opportunities

Clean energy: Myths, reality, and opportunities

We believe many companies are poised to benefit significantly from the big shift toward renewable energy.

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Research publications