Putnam Investments Inc.
Funds under management
Philosophy and process
Putnam Investments’ investment approach is fundamental credit research which employs classic financial analysis. They evaluate companies based on the following characteristics across all issuers and sectors: sustainable competitive advantage, viable capital structure, trajectory of free cash flow, adequate downside protection.
Portfolio managers
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.
Awards and rankings
Mackenzie US All Cap Growth Fund (Series A)
Winner of the 2019 Fundata FundGrade A+ Awards® for consistent and outstanding risk-adjusted performance in their respective category
Investment Teams
- Mackenzie Bluewater Team
- Mackenzie Cundill Team
- Mackenzie Fixed Income Team
- Mackenzie Global Equity & Income Team
- Mackenzie Global Quantitative Equity Team
- Mackenzie Growth Team
- Mackenzie Ivy Team
- Mackenzie Multi-Asset Strategies Team
- Mackenzie North American Equities Team
- Mackenzie Resource Team
- Mackenzie Systematic Strategies Team
Subadvisors
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
- Mackenzie U.S. All Cap Growth Fund Series A was recognized for outstanding fund performance at the 2019 Fundata FundGrade A+ Awards in the U.S. Equity category out of a total of 883 funds. Performance for the fund for the period ended December 31, 2019 is as follows: 28.5% (1 year), 18.5% (3 years), 14.9% (5 years), 14.7% (10 years) and 9.5% (since inception- January, 1995).