years serving clients and shareholders
We offer UK investors a diverse range of active and passive strategies – from growth to value and equity income and from mega cap to small cap.
UK, meet Putnam – a new strand in our US equity DNA
As investors prepare for a possible broadening of the US equity market, we are launching two stand out US equity strategies from Putnam Investments into the UK. A category-leading US value strategy and an active core US equity strategy.
PUTNAM STRATEGIES
Performance fuelled by experience
Putnam Investments joined our line-up of investment managers in 2024 and we have carefully selected the strategies with which to launch them into the UK market. The Putnam US Large Cap Value Equity strategy and the Putnam US Research Equity strategy have attracted significant inflows and built a reputation for delivering consistent alpha driven by stock selection.
Putnam US Large Cap Value Equity strategy
- Aims for consistent outperformance regardless of style regime
- Targets alpha driven by stock selection, not factor exposures
- Looks to deliver low tracking error and high alpha, creating efficient returns
- Experienced team supported by analysts with deep sector expertise
Putnam US Research Equity strategy
- An active core strategy that aims to outperform the S&P 500
- Targets alpha driven by stock selection, not factor exposures
- Style and sector agnostic
- Harnesses the best ideas from Putnam’s equity research team
PUTNAM INVESTMENTS
A legacy of excellence expands to the UK
Franklin Templeton is bringing Putnam Investments' renowned US equity strategies to the UK. With a rich heritage dating back to 1937, clients can benefit from Putnam’s deep history, decades of experience in changing markets, and investment professionals with an extensive knowledge of industries and sectors.
85+
US$149.6bn
in assets under management as of 30/9/2025
54+
portfolio managers and analysts in Boston, London, and Singapore
19
average years of experience of portfolio managers and analysts
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.
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