Putnam Investments Launches Suite of Multi-Cap Equity Funds
September 27 2010 - 10:59AM
Business Wire
In the latest enhancement to its equity product line, Putnam
Investments today announced that it has launched a suite of
multi-cap equity funds that is designed to provide investors with
exposure to the full array of U.S. stocks within the value,
core/blend and growth style universes. Using the firm’s robust
stock-picking and fundamental research capabilities, each fund
manager has the flexibility to invest in the stocks of companies
within their style universe, regardless of the company’s market
capitalization.
Putnam’s new multi-cap equity funds reflect the evolution of the
company’s approach in designing funds with flexible portfolio
parameters that allow managers to more nimbly seize the best
opportunities. The current fund launch follows a series of product
grouping that have been introduced by Putnam in the past 18 months
that are designed to help managers better seize opportunity in the
current investment era, including Putnam Absolute Return Funds,
Putnam Global Sector Funds, and Putnam Spectrum Funds.
“Putnam seeks to provide advisors a streamlined approach to
investing across the broad universe of stocks within each style
category. As a firm, we increasingly believe there is much
opportunity to be gained for clients through vehicles that place
less constraint on where good investments can be found,” said
Putnam Investments President and Chief Executive Officer Robert L.
Reynolds.
“Our new multi-cap funds allow experienced managers to own what
they believe to be the best opportunities within their style
universe, no matter how big or small the company may be. In
essence, they can build a portfolio of their best ideas,” explained
Reynolds.
The suite of Putnam multi-cap equity funds consists of the
following:
Putnam Multi-Cap Core Fund (Class A: PMYAX) is a new fund
that seeks capital appreciation using a blend strategy, investing
in both growth stocks and value stocks of small, midsize and large
companies. The fund is managed by Gerard Sullivan, who also manages
Putnam Investors Fund. Sullivan, who has 28 years of investment
experience, joined Putnam Investments in 2008. Prior to joining
Putnam, he was a Portfolio Manager for American Century
Investments.
Putnam Multi-Cap Value Fund (Class A: PMVAX) seeks
capital appreciation by investing in value stocks of companies of
all sizes. Formerly known as Putnam Mid Cap Value Fund, the fund’s
investment strategy was expanded to give the fund the flexibility
to invest across all capitalization levels. The fund continues to
be managed by James Polk, who has been Portfolio Manager since
2004. He joined Putnam in 1998 and is a CFA charterholder with 16
years of investment industry experience.
Putnam Multi-Cap Growth Fund (Class A: PNOPX) seeks
capital appreciation by investing in growth stocks of small,
midsize and large companies. Formerly known as Putnam New
Opportunities Fund, the fund has a new name to better reflect its
investment strategy. In addition, this month, Putnam Vista Fund
(also a growth fund) was merged into Putnam Multi-Cap Growth Fund.
The fund is managed by Robert Brookby, who also manages Putnam
Growth Opportunities Fund and has 11 years of industry experience.
Prior to joining Putnam in 2008, Brookby served as Portfolio
Manager of American Century Fundamental Equity Fund, a large- and
mid-cap portfolio.
About Putnam Investments
Founded in 1937, Putnam Investments is a leading global money
management firm with over 70 years of investment experience. The
firm was recently named “Mutual Fund Manager of the Year” by
Institutional Investor. At the end of August 2010, Putnam had more
than $113 billion in assets under management. Putnam has offices in
Boston, London, Frankfurt, Amsterdam, Tokyo, Singapore, and Sydney.
For more information, visit putnam.com.
Putnam mutual funds are distributed by Putnam Retail
Management.
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