Our hybrid, fundamental research structure encourages debate and idea exchange between sector and strategy specialists to deliver a unique, collaborative view on stock opportunities.
Putnam Investments
Putnam offers a range of stock-driven equity portfolios designed to deliver consistent outperformance while managing downside risk.
We are stock-driven, not style-driven
Differentiated alpha
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.
FROM Putnam's Chief Investment Officer
Stock-driven. Risk-aware. Client-aligned.
A stock-driven approach grounded in fundamental research, disciplined risk management, and a collaborative culture. Chief Investment Officer Shep Perkins highlights how Putnam seeks to deliver consistent performance across market environments.
Performance fueled by experience
Our clients benefit from Putnam’s deep history, decades of experience in changing markets, and investment professionals with an extensive knowledge of industries and sectors.
85+
years serving clients and shareholders
US$196.6bn
in assets under management as of 6/30/2026
77
investment professionals in
Boston, London and Singapore
18
average years of experience of portfolio managers and analysts
Investment leadership team
Shep Perkins, CFA
Chief Investment Officer
Kate Lakin
Director of Research
Alan G. McCormack, Ph.D., CFA
Head of Quantitative Equities and Risk
Marc Lindquist
Head of Trading
Looking for more?
Visit Putnam Investments’ website to learn more about our subsidiary investment advisor
