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 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 167% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 167% of the manager's regulatory AUM.
PUTNAM FL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PUTNAM FL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.09% | ETF | 11.16% | -0.01% | 0 | 0% | ||
| AAPL | 4.08% | Tech | 20.36% | 0.17% | 0 | 0% | ||
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FEATURED IN
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
6
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...
Unlock Full Investment Process Description
6
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...
Unlock Full Investment Process Description
PUTNAM FL INVESTMENT Portfolio Concentration
PUTNAM FL INVESTMENT Location
20 WILLIAM STREET, SUITE G40
WELLESLEY, Massachusetts
UNITED STATES, 02481
WELLESLEY, Massachusetts
UNITED STATES, 02481
PUTNAM FL INVESTMENT Contact Information
Phone Number: 781-235-6323
Fax Number: 781-235-6037
Website: http://www.flputnam.com
Fax Number: 781-235-6037
Website: http://www.flputnam.com
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