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 * Franklin Templeton
   
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AN EXCITING NEW CHAPTER

Putnam is now a Franklin Templeton company, as a result of an acquisition in
January 2024. We are excited to join Franklin Templeton, which shares our
client-focused culture and emphasis on delivering strong investment results.





 * ACCESS PUTNAM SITES
   
   
   
   
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OUR WEBSITE IS CHANGING

Use the Quick Links above to find information that may have moved since our
transition to Franklin Templeton. At this time, there are no anticipated changes
to Putnam investment options, portfolio management teams, or account servicing.
That means no immediate changes to account numbers, website logins, or servicing
phone numbers. Our investors and clients will receive communications before any
future changes.


PUTNAM TOPS BARRON’S BEST FUND FAMILIES

Barron’s ranked Putnam #1 for 1- and 5-year performance and #5 for 10 years. The
report highlights our focus on stock picking and consistent performance.*
 

Read the Barron’s feature (PDF)


*Barron's list of Best Fund Families of 2023. Out of 49 firms (1 year), 47 firms
(5 year), 46 firms (10 year). Based on asset-weighted total returns.




PERFORMANCE FUELED BY EXPERIENCE

Putnam is a diversified equity-only asset manager serving investors worldwide.
Helping clients pursue their financial goals is our sole business. 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. With roots dating back to 1937, Putnam manages $77 billion in assets
under management as of December 31, 2023.


STOCK-DRIVEN, NOT STYLE-DRIVEN

We believe portfolios driven more by stock-specific exposures than by common
factor risks are better able to consistently generate alpha and help manage
downside risk across style regimes.


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.




EXPLORE OUR STRATEGIES

Putnam offers a range of equity portfolios that fall across size and styles, and
span global markets.

Learn more about our strategies



THE POWER BEHIND OUR PORTFOLIOS

As active investors, we believe our success depends on a highly capable and
diverse team of portfolio managers and analysts. Our distinctive research
culture emphasizes dialogue, debate, and collaboration. We have over 45
portfolio managers and analysts, based in Boston, London, and Singapore, with an
average of 18 years of experience.


A MESSAGE FROM OUR CIO

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.

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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. As with any
investment, there is a potential for profit as well as the possibility of loss.
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. The information and content contained herein does not
constitute and is not intended to constitute an offer of any kind, including
securities and accordingly should not be construed as such. Any products or
services referenced on this website are for informational purposes only and may
not be licensed or permitted to be purchased in your jurisdiction, and unless
otherwise indicated, no regulator or government authority has reviewed this
website, or the merits of the products and services referenced. 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. Your use of
this website indicates that you agree with the intended purpose. Prior to making
any investment or financial decision, you should seek individualized advice from
a personal financial, tax, and other professionals who are able to provide
advice in the context of your particular financial situation. Before acting on
any information on this website you should be well informed of and observe all
applicable laws, rules and regulations of your home jurisdiction and obtain
independent advice if required.

Past performance is no guarantee of future results.

BY USING THIS SITE, YOU ACKNOWLEDGE AND AGREE TO THE FOLLOWING DISCLAIMER AND
TERMS AND CONDITIONS:

Any third-party information accessible through this site was prepared by, and is
the sole responsibility of, independent providers who are not affiliated with
Putnam Investments (which refers to Putnam Investment Management, LLC, The
Putnam Advisory Company, LLC, Putnam Investments Limited, as the context may
require). Putnam Investments has not reviewed the information and does not
warrant that the information is accurate, complete or timely.

You acknowledge and agree that (1) any security mentioned by a third party
reflects the independent opinion of the third party, (2) any such third-party
data or opinion is provided for your information only, and should not be used or
construed as an offer to sell, a solicitation of an offer to buy, or a
recommendation by Putnam Investments, (3) any information you receive may not be
considered legal, tax, or investment advice provided by Putnam Investments, and
(4) Putnam Investments is not liable for any loss or damages resulting from your
use of this information.





  

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Copyright © 2024 Putnam U.S. Holdings, LLC (doing business as Putnam
Investments). All rights reserved.






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