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 Global/Non-U.S. Equities July 31, 1997 MSCI Emerging Markets Index (ND)
Global Technology Global/Non-U.S. Equities January 31, 2009 Putnam Global Technology Linked Benchmark
MSCI ACWI Information Technology Index (ND)
Non U.S. Core Equity Global/Non-U.S. Equities December 31, 1986 MSCI EAFE Index (ND)
Non-U.S. Small Cap Equity Global/Non-U.S. Equities March 31, 2016 S&P Developed ex-U.S. SmallCap Index
MSCI EAFE Small Cap Index
Non-U.S. Value Equity Global/Non-U.S. Equities August 31, 1996 MSCI EAFE Value Index (ND)
Sustainable Future Sustainable Equities November 30, 2017 Russell Midcap Growth Index
Sustainable Leaders Sustainable Equities March 31, 2018 S&P 500 Index
U.S. Large Cap Growth Equity U.S. Large Cap Equities January 31, 2009 Russell 1000 Growth Index
U.S. Large Cap Growth Equity Concentrated U.S. Large Cap Equities March 31, 2017 Russell 1000 Growth Index
U.S. Large Cap Value Equity U.S. Large Cap Equities December 31, 1992 Russell 1000 Value Index
U.S. Large Cap Value Equity Concentrated U.S. Large Cap Equities November 30, 2016 Russell 1000 Value Index
U.S. Small Cap Growth Equity U.S. Small Cap Equities January 31, 2000 Russell 2000 Growth Index
U.S. Small Cap Value Equity U.S. Small Cap Equities March 31, 1993 Russell 2000 Value Index

Browse our Perspectives

War and inflation put bull market in hibernation

War and inflation put bull market in hibernation

Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.

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Teaming up on DX: A compelling investment opportunity

Teaming up on DX: A compelling investment opportunity

As businesses work at a faster pace to modernize their technology systems, compelling investment opportunities are emerging.

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Finding growth potential in unexpected places

Finding growth potential in unexpected places

For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.

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Research publications