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אנא נסו לחפש ביטוי שונה
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גלו רעיונות
18.01
+0.08
+0.45%
11/12 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 99.24M
Putnam Small Cap Value Y
18.01
+0.08
+0.45%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
PYSVX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Putnam Small Cap Value Fund Class Y. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של PYSVX – וכן מידע נוסף.
פרטי התקשרות
כתובת
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
טלפון
+1 650 3122000
אינטרנט
www.franklintempleton.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Michael Petro | Portfolio Manager | 2019 | עכשיו |
| ביוגרפיה | Mr. Petro is the Portfolio Manager of Putnam`s Small Cap Value and BDC Income strategies. He is responsible for the overall strategy and positioning of Putnam`s small-cap value and BDC (business development company) capabilities. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999. Previously as an Analyst, Mr. Petro covered multiple sectors in the small-cap value universe, including financial services, health care, technology, capital goods, and telecommunication services. Prior to joining Putnam, Mr. Petro was a Senior Research Associate at RBC Capital Markets, formerly known as Dain Rauscher Wessels, from 1999 to 2001, and served as a Principal Engineer at Quickware Engineering & Design, LLC from 1989 to 1999. Mr. Petro earned an M.S. from the University of Michigan and a B.S. from the Massachusetts Institute of Technology. | ||
| David Diamond | Senior Vice President | 2017 | 2019 |
| ביוגרפיה | Diamond is a senior vice president with the Boston Company, his employer since 1991. Previously, he was a portfolio manager and researcher with Delphi Management for five years. Diamond is a member of the NASDAQ Institutional Advisory Council and also a member of the Boston Society of Security Analysts. He is a Chartered Financial Analyst. | ||
| Eric N. Harthun | Portfolio Manager | 2008 | 2017 |
| ביוגרפיה | Mr. Harthun is a Portfolio Manager of Putnam Convertible Securities Fund and Putnam Small Cap Value Fund. Mr. Harthun joined Putnam in 2000. He is a CFA charterholder and has been in the investment industry since 1994. | ||
| Edward T. Shadek | Senior Vice President | 1999 | 2010 |
| ביוגרפיה | Edward Thomas Shadek Jr., CPA, is a Senior Vice President and Portfolio Manager at Amundi Pioneer Asset Management, Inc. Mr. Shadek previously served as a Senior Managing Director, Portfolio Manager, Deputy Head of Investments, and Chief Investment Officer at Putnam Investment Management, LLC. He joined the firm in 1997 after having begun his career here in 1987. Prior to this, Mr. Shadek served as a Portfolio Manager at Steinhardt Partners since 1992 and a Director of Portfolio Strategy at Newbold Asset Management from 1993 to 1997. He has a vast investment experience. Mr. Shadek holds the Certified Public Accountant designation. He has obtained a B.A. degree in Mathematics from the Pomona College and an M.B.A. from the Harvard University Graduate School of Business. | ||
| Michael Petro | Portfolio Manager | 2006 | 2008 |
| ביוגרפיה | Mr. Petro is the Portfolio Manager of Putnam`s Small Cap Value and BDC Income strategies. He is responsible for the overall strategy and positioning of Putnam`s small-cap value and BDC (business development company) capabilities. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999. Previously as an Analyst, Mr. Petro covered multiple sectors in the small-cap value universe, including financial services, health care, technology, capital goods, and telecommunication services. Prior to joining Putnam, Mr. Petro was a Senior Research Associate at RBC Capital Markets, formerly known as Dain Rauscher Wessels, from 1999 to 2001, and served as a Principal Engineer at Quickware Engineering & Design, LLC from 1989 to 1999. Mr. Petro earned an M.S. from the University of Michigan and a B.S. from the Massachusetts Institute of Technology. | ||
| Eric N. Harthun | Portfolio Manager | 2002 | 2006 |
| ביוגרפיה | Mr. Harthun is a Portfolio Manager of Putnam Convertible Securities Fund and Putnam Small Cap Value Fund. Mr. Harthun joined Putnam in 2000. He is a CFA charterholder and has been in the investment industry since 1994. | ||
| Sheldon N. Simon | Senior Portfolio Manager | 2000 | 2002 |
| ביוגרפיה | Mr. Simon is the founder, managing partner and senior portfolio manager of Third Gear Capital Management. Mr. Simon has nearly four decades of portfolio management experience, which began at Putnam Investments, where he was both an analyst and portfolio manager, launching the Putnam Utilities Growth and Income Fund in 1992 and achieving top-quartile five-year performance in 1997. He then moved to co-manage the $50B Putnam Fund for Growth and Income and managed the Putnam Small Cap Value Fund. Sheldon left Putnam in 2002 and joined Adage Capital Management, LP, which had spun from Harvard Management Company in 2001, where he was responsible for its utility and energy infrastructure (regulated pipelines) portion of the overall (S&P 500 benchmarked) portfolio. Sheldon became a partner at Adage in 2007 and retired in 2021, culminating in a 19-year career at the firm. In civic engagement, Sheldon is the advisory board chair for Boston University’s Institute for Global Sustainability and its predecessor, the Institute for Energy Sustainability (2015 to today). He served as a trustee at Beth Israel Deaconess Medical Center, where he chaired its Research Oversight Committee. Finally, Sheldon founded and chaired The Men’s Collaborative to Cure Women’s Cancers, raising funds for the Dana Farber Cancer Institute’s women’s cancers program. Mr. Simon received a BS in Economics from the Wharton School at the University of Pennsylvania and an MBA from Stanford Graduate School of Business. | ||
| Jeffrey W. Netols | Founder, Lead Portfolio Manager | 1999 | 2000 |
| ביוגרפיה | Jeff established Netols Asset Management in 2000 and is the lead portfolio manager. Prior to 2000, Jeff was portfolio manager for both Associated Bank Corp. and Putnam Investments. While at Putnam, he assisted in the development of a Small Cap proprietary product which received recognition in 2000 from a nationally recognized rating agency. Jeff is a member of Milwaukee Investment Analyst Society. | ||
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