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.
Message from our CIO
The power behind our portfolios
Shep Perkins, CFA, Chief Investment Officer, describes the key components of Putnam’s active investment philosophy and process. Learn more about our team and what differentiates the way we manage assets on behalf of our clients.
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.
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$149.6bn
in assets under management as of 9/30/2025
54+
portfolio managers and analysts in Boston, London and Singapore
19
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