The case for growth investing
Putnam Investments believes value’s recent outperformance is a short-term trend and that growth investing will continue to outperform over the long term.
Putnam Investments’ selects US stocks using a top down, bottom up approach that relies on blending investment themes with deep fundamental research. The team analyzes global trends, as well as problems and potential solutions, to identify which themes could drive sustained growth for businesses over a multi-year time horizon.
Richard Bodzy is a Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager for Putnam Investments.
Richard has been in the investment industry since 2004 and joined Putnam in 2009. Previously, he served as an equity analyst, industrials, at a leading US-based financial services firm in 2008. From 2004 to 2006, Richard was a hedge fund analyst at a leading provider of independent investment research.
Richard earned a BA from the University of Michigan and an MBA from the Darden Graduate School of Business at the University of Virginia.
Investment experience since 2008
Gregory McCullough is an Assistant Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager, Analyst for Putnam Investments.
Gregory has been in the investment industry since 2008 and joined Putnam in 2019. Previously, he served as a Senior Vice President, Senior Global Equity Analyst, at a leading US-based financial services firms in 2014 to 2019. From 2008 to 2013 he served as a Vice President, Global Equity Analyst.
Gregory earned a BA from Davidson College and an MBA from the Darden Graduate School of Business at the University of Virginia.
Darren Jaroch is a Portfolio Manager of Putnam's U.S. Large Cap Value, Non-U.S. Value, and Global Value Equity strategies.
He joined Putnam in 1999 and has been in the investment industry since 1996. Previously at Putnam, Darren managed global core equity strategies and worked on quantitative models as a member of the U.S. Value team. Prior to joining Putnam, he was a Senior Auditor, Client Service, at State Street Bank & Trust from 1996 to 1998 and a Research Associate at Abt Associates from 1995 to 1996.
Darren earned a B.A. in Economics from Hartwick College.
Lauren DeMore is a Portfolio Manager of Putnam's U.S. Large Cap Value and Non-U.S. Value Equity strategies.
She joined Putnam in 2006 and has been in the investment industry since 2002. Previously at Putnam, Lauren served as an Assistant Portfolio Manager of Putnam’s U.S. Large Cap Value and Non-U.S. Value Equity strategies, and as an Analyst in the Equity Research group, covering the non-U.S. financials, telecommunications, and utilities sectors. Prior to joining Putnam, she was an Analyst at EnCapital from 2002 to 2006.
Lauren earned a B.A. in Economics from the University of California, Los Angeles.
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