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George Putnam Balanced Fund Class B (0P00002RVY)
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20/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.21M
George Putnam Balanced Fund Class B
25.230
0.000
0%
- Overview
- Profile
- Historical Data
- Holdings
0P00002RVY Overview
On this page you'll find an in-depth profile of George Putnam Balanced Fund Class B. Learn about the key management, total assets, investment strategy and contact information of 0P00002RVY among other information.
Investment Strategy
The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Benson | - | 2021 | Now |
| Biography | Mr. Benson is a Portfolio Manager in the Fixed Income group. He specializes in investment-grade and crossover strategies within the Corporate and Tax-Exempt Credit team. Mr. Benson is a Portfolio Manager of Putnam`s Core Bond, Core Bond Intermediate, Core Plus, Investment-Grade Corporate Credit, Short Duration Bond, Stable Value, and Ultra Short Duration Income strategies as well as crossover credit and preferred mandates. He collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at the portfolio level. Mr. Benson has been in the investment industry since he joined Putnam in 2008. Previously at Putnam, Mr. Benson was an Investment-Grade Trader and an Analyst in the Global Credit Research group, focusing on high-yield and investment-grade issuers in the food, beverage, restaurant, and supermarket sectors. Earlier, he served as a High-Yield Trader and Investment Associate, covering the gaming, technology, and auto supplier sectors. Mr. Benson earned a B.A. in Economics from Tufts University. | ||
| Kathryn B. Lakin | Director of Equity Research | 2019 | Now |
| Biography | Ms. Lakin is Director of Research and responsible for managing a team of analysts, covering all sectors and regions. Ms. Lakin directs research initiatives, ensures quality of the research team`s output, guides sustainability integration within research, and facilitate s collaboration between Putnam`s portfolio managers and the research team. In addition, she is a portfolio manager of Putnam`s Balanced and U.S. Research strategies. She joined Putnam in 2012 and has been in the investment industry since 2008. Prior to joining Putnam, Ms. Lakin was an Equity Research Analyst (from 2011 to 2012) and an Equity Research Associate (from 2008 to 2011) at Fidelity Investments. Ms. Lakin earned an M.B.A. from Yale School of Management and a B.A. from Wellesley College. | ||
| Paul D. Scanlon | Senior Analyst | 2016 | 2022 |
| Biography | Mr. Scanlon is a Co-Head of Fixed Income, specializing in global credit and tax-exempt strategies. He is responsible for managing all facets of the corporate credit investment process and overseeing Putnam's taxexempt team. In addition, he is accountable for the research, trading, and creation of stand-alone corporate credit portfolios as well as a number of multi-sector strategies. Mr. Scanlon joined Putnam in 1999 and has been in the investment industry since 1986. Paul is a CFA charterholder. | ||
| Emily E. Shanks | Portfolio Manager | 2019 | 2021 |
| Biography | Ms. Shanks is a Portfolio Manager in the Fixed Income group, specializing in investment-grade strategies. She joined Putnam in 2012 and has been in the investment industry since 1999. Previously at Putnam, Ms. Shanks was an Analyst in the Global Credit Research group, conducting fundamental analysis of high-yield and investment-grade corporate-bond issuers in the retail and services sector, and making buy/sell recommendations. Prior to joining Putnam, Ms. Shanks was a Managing Director, High Yield Research Analyst, at Barclays Capital from 2008 to 2012. Prior to that, Ms. Shanks was a Vice President, High Yield Research Analyst, from 2004 to 2008, and an Associate, Liability Management Group, from 1999 to 2004, at Lehman Brothers. Ms. Shanks earned a B.A. in Mathematics from Williams College. | ||
| Aaron M. Cooper | Chief Investment Officer, Equities | 2014 | 2019 |
| Biography | Mr. Cooper is Chief Investment Officer, Equities. He is responsible for leading Putnam’s Equity group, including the portfolio management, research, and trading areas. In addition, he is a portfolio manager with institutional responsibilities, including directing Putnam's research and global sector investment strategies. Mr. Cooper is also a member of Putnam's Operating Committee. He joined Putnam in 2011 and has been in the investment industry since 1999. Prior to joining Putnam, Mr. Cooper held several roles at Fidelity Investments including Managing Director of Research from 2007 to 2011, Analyst and Portfolio Manager from 2003 to 2007, Associate from 2000 to 2003, and Intern in 1999. Mr. Cooper earned an A.B. in Economics from Harvard University. | ||
| Kevin F. Murphy | Portfolio Manager | 2012 | 2016 |
| Biography | Kevin Murphy Managing Director and Fixed Income Portfolio Manager As a portfolio manager, Kevin works with our Emerging Markets Debt Investment Team to develop investment strategy in the sector. Kevin joined Wellington Management in 2016. Prior to that, he worked at Putnam (1999 – 2016), BancBoston (1996 – 1999) and at ING Baring Securities in New York City (1991 – 1996). Kevin received his BS in electrical engineering from Columbia University’s School of Engineering and Applied Science (1987). | ||
| David H. Calabro | Portfolio manager | 2008 | 2014 |
| Biography | Mr. Calabro is a Portfolio Manager of George Putnam Balanced Fund. Mr. Calabro joined Putnam in 2008 and has been in the investment industry since 1982. | ||
| Raman Srivastava | CIO (Chief Investment Officer) | 2004 | 2012 |
| Biography | Raman is Co-Deputy Chief Investment Officer and Managing Director of Global Fixed Income. In conjunction with the CIO, Raman is responsible for overseeing the management of all single and multi-sector active fixed income portfolios. As head of the Global Fixed Income team, Raman oversees all global and non-U.S. fixed income strategies. | ||
| Geoffrey G. Kelley | Managing Director | 2006 | 2008 |
| Biography | Geoffrey Kelley, CFA. Managing Director of Asset Allocation Team. He joined Manulife IM (US) in 2018 and began business career in 1995. | ||
| Jeffrey L. Knight | Head | 2001 | 2008 |
| Biography | Mr. Knight joined the firm in February 2013 as Head of Global Asset Allocation. Prior to joining theI company, Mr. Knight was at Putnam Investments from 1993 to 2013, most recently as head of global asset allocation. Mr. Knight began his investment career in 1987 and earned a BA from Colgate University and an MBA from Tuck School of Business. | ||
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