Equity

Putnam brings a unique investment model to equity management

Collaborative culture promotes sharing of ideas across portfolios, industries, sectors, and asset classes

Entrepreneurial approach to research promotes targeted, proactive, independent, and collaborative thinking

Professionals bring best practices from a variety of industry experiences

Our organization balances global presence with efficiency of flexibility and nimbleness

Compensation structure aligns portfolio manager interests to investor interests

  • Incentive compensation largely tied to performance, not asset growth

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
Capital Spectrum U.S. Equities April 30, 2009 Capital Spectrum Blended Index
Emerging Markets Equity International Equities July 31, 1997 MSCI Emerging Markets Index (ND)
Equity Spectrum U.S. Equities April 30, 2009 S&P 500 Index
Global Core Equity Global Equities July 31, 1994 MSCI World Index (ND)
MSCI All Country World Index (ND)
Global Low Beta Equity Global Equities October 31, 2012 MSCI World Index (ND)
MSCI World Minimum Volatility Index (ND)
International Core Equity International Equities December 31, 1986 MSCI EAFE Index (ND)
MSCI All Country World Index ex USA (ND)
International Growth Equity International Equities March 31, 1995 MSCI EAFE Growth Index (ND)
MSCI All Country World Index ex USA Growth (ND)
Strategic Volatility Equity U.S. Equities September 30, 2010 Russell 1000 Index
U.S. Large Cap Growth Equity U.S. Equities January 31, 2009 Russell 1000 Growth Index
U.S. Large Cap Value Equity U.S. Equities December 31, 1992 Russell 1000 Value Index
U.S. Low Volatility Equity U.S. Equities September 30, 2010 Russell 1000 Index
S&P 500 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

Talking sustainability with CEOs

Talking sustainability with CEOs

We have ongoing dialogue with the management teams of companies in which we invest, across a wide range of sustainability-related topics.

More

Implications of the Huawei export ban

Implications of the Huawei export ban

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.

More

October stock market volatility may signal a shift

October stock market volatility may signal a shift

Recent stock market volatility reflects a process of pricing in the fact that the global growth outlook has diverged.

More

Research publications