We are stock-driven, not style-driven
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.
Message from our CIO
Featured Products
PEIYX
Putnam Large Cap Value Fund — Class Y
PVAL
Putnam Focused Large Cap Value ETF
PGOYX
Putnam Large Cap Growth Fund — Class Y
PBDC
Putnam BDC Income ETF
PNGYX
Putnam International Value Fund — Class Y
Putnam funds now available in overseas markets
Franklin Templeton has introduced Putnam Investments and our active equity capabilities to investors in EMEA and APAC markets. Fund launches began in March 2025 with FTGF Putnam US Large Cap Value Fund, followed by FTGF Putnam US Research Equity Fund, FTGF Putnam US Large Cap Growth Fund, FTGF Putnam Global Healthcare Fund, and FTGF Putnam Balanced Fund.
Investment Leadership Team
Shep Perkins, CFA
Chief Investment Officer
Kate Lakin
Director of Research
Alan G. McCormack, Ph.D., CFA
Head of Quantitative Equities & Risk
Marc Lindquist
Head of Trading
Equity Insights
January 8, 2026
Quick Thoughts: Venezuela — oil and gas optionality is large, but the rebuild is capital-intensive
Venezuela is a high-optionality oil-and-gas story, but the pathway from reserves to reliable exports runs through governance, contracts, and sustained capital investment.
December 10, 2025
US Equities in 2026: What could go right?
2025 is ending with a range of worries for the stock market. But it’s important to also recognize what could go right for the market in 2026.
August 14, 2025
US equities: Earnings growth is key for sustained market gains
While market volatility and uncertainties are possible in the months ahead, we also see encouraging trends for equities.
Important Information
All investments involve risk, including possible loss of principal. Please see each product’s web page for specific details regarding investment objective, risks, performance, and other important information. Review this information carefully before you make any investment decision.
Past performance is no guarantee of future results. No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals.
Putnam Investments does not guarantee any minimum level of investment performance or the success of any investment strategy. Investors should carefully consider the risks involved before deciding to invest. Use of models and analytical, quantitative and risk management tools and techniques is no guarantee of investment success or positive performance.
This website is a general communication and is provided for informational and/or educational purposes only. None of the information and content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose.
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