PUTNAM FL INVESTMENT Overview

Putnam Fl Investment Management Company is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 22 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 878MM in positions, representing 64% of the manager's regulatory AUM.

PUTNAM FL INVESTMENT StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PUTNAM FL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 3.5% Tech -3.21% -0.07% 0 34%
AAPL 2.91% Tech -2.99% -0.04% 0 42%
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PUTNAM FL INVESTMENT Founders and Key Employees

Name Title In Position Since
Susanne Stauffer Director, Treasurer, Senior Vice President & Senior Portfolio Advisor October-2014
Robertson P. Breed Senior Vice President & Portfolio Manager June-1999
Ellen Flaherty Chief Compliance Officer, Director, Clerk, Sr. Vp, Coo December-2001
John V. Carberry Director & President December-2001
Christian D. Mcvey Senior Vice President Marketing January-2002
Alan L. Gosule Director January-2008
Meredith Lepper Director January-2008
Richard Osterberg Director January-2008

PUTNAM FL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

PUTNAM FL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




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We obtain information on securities, as well as economic and market trends, from a variety of sources. These sources include independent research firms, reports from securities firms, trade journals, annual and interim reports from corporations, rating services, electronic news and quotation services, and financial newspapers and magazines.

Investment Philosophy

We believe the key to a successful long-term investment strategy is a combination of detailed security specific research coupled with a broad understanding of global economic, financial and market trends.

We look to purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments.
Equities

Although our equity investment style incorporates elements from several disciplines, it is best labeled
"growth at a reasonabl...
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PUTNAM FL INVESTMENT Portfolio Concentration

PUTNAM FL INVESTMENT Location

20 WILLIAM STREET, SUITE G40
WELLESLEY, Massachusetts
UNITED STATES, 02481

PUTNAM FL INVESTMENT Contact Information

Phone Number: 781-235-6323
Fax Number: 781-235-6037
Website:

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