… backup on this fund since 2004. Ed Bousa, who took over the equity portfolio at the end of 2002, did a solid job managing Putnam Equity Income PEYAX from late 1992 through early 2000. He also runs Hartford Dividend & Growth IHGIX. USAVWELXCore. With …
… A new manager has settled in at George Putnam Balanced, but it isn't out of the woods ..... peer group. In the wake of that loss, Putnam convinced David Calabro to come out of ..... Raman Srivastava, who also helps manage Putnam Income PINCX. Mortgage-related securities …
… before joining Oppenheimer's value team as an analyst in 2003, while Memani worked at Deutsche Bank, Credit Suisse, and Putnam before coming to Oppenheimer.USAOPPEXCore. The fund's slant toward equities does not make it very suitable for investors …
… Management, the fund's subadvisor, in mid-2000 after long stints at both Putnam and Fidelity. He earned solid records at Putnam Equity Income PEYAX and George Putnam of Boston PGEOX, which he ran from 1993 through early 2000. Bousa is supported …
… standing relative to industry rivals. The verdict is still out on Putnam Fund for Growth & Income's overhaul. For most of the previous ..... took over almost two years ago, part of a wave of managers Putnam charged with improving performance. Ewing's first full calendar …
… USAPEYAXCoreCoreManager Bartlett Geer combines fundamental research with Putnam 's quantitative process to help him find dividend-paying ..... strategy. At times the fund will own convertibles. Though Putnam Equity Income hasn't provided its typical downside protection …
… personnel changes and organizational moves at Putnam in recent years add uncertainty.Fund ..... 2008. Makino works with a large group of Putnam analysts (including a quantitative group ..... timing. A separate currency group at Putnam hedges the fund's currency exposure …
… front - load large - cap foreign fund . Putnam veteran Darren Jaroch became the solo ..... global large - cap value portfolios for Putnam 's institutional clients since he joined ..... kept in the single digits . A separate Putnam currency team makes minor adjustments …
… and took over the fund in December 2000 . Prior to arriving at Putnam , Geer spent 13 years at State Street managing equities and ..... convertible bonds on occasion . Proven management is one of Putnam Equity Income's advantages . Manager Bart Geer has had a successful …
The picture is clearing up but is by no means all clear.