Putnam Investments Inc.

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Funds under management

 

Philosophy and process


Putnam Investments’ selects US stocks using a top down, bottom up approach that relies on blending investment themes with deep fundamental research. The team analyzes global trends, as well as problems and potential solutions, to identify which themes could drive sustained growth for businesses over a multi-year time horizon.

Portfolio managers

Richard Bodzy, MBA

Portfolio Manager
Putnam Investments Inc.

Richard Bodzy is a Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager for Putnam Investments.

Richard has been in the investment industry since 2004 and joined Putnam in 2009. Previously, he served as an equity analyst, industrials, at a leading US-based financial services firm in 2008. From 2004 to 2006, Richard was a hedge fund analyst at a leading provider of independent investment research.

Richard earned a BA from the University of Michigan and an MBA from the Darden Graduate School of Business at the University of Virginia.

Gregory D. McCullough, CFA

Portfolio Manager
Putnam Investments Inc.

Gregory McCullough is an Assistant Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager, Analyst for Putnam Investments.

Gregory has been in the investment industry since 2008 and joined Putnam in 2019. Previously, he served as a Senior Vice President, Senior Global Equity Analyst, at a leading US-based financial services firms in 2014 to 2019.  From 2008 to 2013 he served as a Vice President, Global Equity Analyst.

Gregory earned a BA from Davidson College and an MBA from the Darden Graduate School of Business at the University of Virginia.

Insights

The case for growth investing

Putnam Investments believes value’s recent outperformance is a short-term trend and that growth investing will continue to outperform over the long term.

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Investing in durable growth themes

Learn how the team seeks businesses of any size with innovative products and services, the potential to disrupt their industries and the ability to sustain growth in most macroeconomic environments.

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The case for growth investing

Over the last decade, growth outperformed value. But will the recent resurgence of value investing signal the beginning of the end for growth’s leadership?

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Investing for the new decade

Portfolio managers of the Mackenzie US All Cap Growth Fund leverage a team of roughly 50 analysts and researchers, who look forcompanies with the ability to grow at above-market rates and to sustain that growth in most macroeconomic environments.

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Why you need US equities in your portfolio

The US is known to be one of the most innovative countries in the world. By investing in US companies, your portfolio immediately gains exposure to a wider range of some of the biggest and most dynamic, fastest-growing companies in the world.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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