Putnam Equity Income A Fund Summary Analysis.docx - Logen Loyola BA 472 Investments Putnam Equity Income A Fund Summary Analysis The Putnam Equity

Putnam Equity Income A Fund Summary Analysis.docx - Logen...

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Logen Loyola BA 472 Investments November 21, 2018 Putnam Equity Income A Fund Summary Analysis The Putnam Equity Income A mutual fund mainly seeks to invest with capital growth and current income. The fund also invests in common stocks of midsize and large U.S. companies, with a focus on value stocks that offer the potential for capital growth or current income. For example, top holdings in the Putnam fund are JPMorgan Chase & Co, Microsoft Corp, and Citigroup Inc. Putnam Fund has a 12-year history with main sectors in financial services, healthcare, technology, and etc. Eventually the Putnam fund was lead by a new manager Darren Jaroch who helped build this funds Quant model back in the early 2000’s. Jaroch ultimately achieved a significant turnover in Putnam’s analyst team, which saw 11 additions to the fund between mid-2016 and mid-2018. Jaroch usually picks the stocks and prefers cash-generative, dividend-oriented businesses with underappreciated prospects. In 2017 the Putnam fund
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  • Spring '14
  • MilanP.Sigetich
  • PUTNAM FUND

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