Putnam Funds (14) 367 Familes, 1004 Interview Based Profiles

Putnam Floating Rate Income Fund

The bank loan market has evolved over the past decade. Secured bank loans along with high yields bonds have become a key component in many companies’ capital structures and allow many non-investment grade companies to effectively access the capital markets. Paul D. Scanlon and a team of managers and analysts look for bank loans issued by large companies that are expected to enjoy strong cash flows, have strong collateral, and offer good risk-adjusted returns.

Putnam Global Equity Fund

Markets around the world are more linked and connected than in the past and a change in one part of the world can create opportunity to benefit somewhere else. With a team of 40 analysts, Shep Perkins and his team search for global changes that can create an investment opportunity.

Dividend Matters

November 27, 2012

Putnam Equity Income Fund

Companies that have the ability and the willingness to pay dividends are quite attractive to long-term investors. Darren A. Jaroch, portfolio manager of the Putnam Equity Income Fund, and his team scour various sectors for out-of-favor companies with a track record of sustaining and growing dividends.

Putnam Income Fund

Whether issued by a government or a corporation, fixed income securities will always vary by their risk profiles. Michael Salm, portfolio manager of the Putnam Income Fund, harnesses a risk analysis-based approach while searching for securities and regions in the world that are likely to deliver better returns in line with scenario projections.

Risk Parity

October 31, 2011

Putnam Dynamic Risk Allocation Fund

Most diversified funds allocate assets across various investment categories but rarely focus on the kinds of risk they are exposed to and the amount of risk they take on. Jeffrey L. Knight and his team build their portfolio based on the concept of risk parity to equalize risks across various investment instruments.

Putnam Absolute Return Funds

Turbulent times often call for innovative moves. In an environment of negative sentiment and investor pessimism at historical levels, Putnam Investments has rolled out a suite of four absolute return funds on the back of the asset manager’s expertise in global asset allocation and global fixed income investing.

Convertible Gains

November 12, 2008

Putnam Convertible Income-Growth Trust

Blending stock research and growth outlook with a thorough assessment of credit opportunities is key to successful investing in the convertible market. Portfolio manager David King utilizes Putnam’s extensive expertise in credit equity analysis and credit research at a global level to gain advantage for the Putnam Convertible Income-Growth Trust.

Putnam High Yield Advantage Fund

Navigating through the high-yield sea of opportunities can be rough, as one has to be mindful of the high risk of defaults. That is why Paul Scanlon, the manager of the Putnam High Yield Advantage Fund, believes that it all comes down to sufficient expertise, resources, and a rigorous and risk-controlled process. The fund also relies on diversification and granularity to capture the opportunities and minimize the risks.

Putnam International Capital Opportunities Fund

Focusing on the little-known arena of international small and mid-cap companies requires substantial enterprise and research. Joe Joseph and Randy Farina, portfolio managers of the Putnam International Capital Opportunities Fund, have built a portfolio comprising of the bottom 20% of international small cap companies, from developed markets by adopting a unique investment strategy of exploiting people’s emotions arising from stock price fluctuations.

Putnam Global Equity Fund

Identifying the right stocks in a vast global universe of over 2,500 stocks is both cumbersome and difficult. Shigeki Makino and Brad Greenleaf, portfolio managers for Putnam Global Equity Fund, and their global team of experts carry out this task by utilizing a process that blends quantitative and fundamental analysis, which they believe will deliver consistent returns and outperform their global benchmark.

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