Putnam Investments Inc.

Putnam_notag_Logo_White

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, MBA

Portfolio Manager

Putnam Investments Inc.

Investment experience since 2004

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.

Gregory D. McCullough, CFA

Assistant Portfolio Manager

Putnam Investments Inc.

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.

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    

Insights

Insights

Why you need US equities in your portfolio

The US is known to be one of the most innovative countries in the world. By investing in US companies, your portfolio immediately gains exposure to a wider range of some of the biggest and most dynamic, fastest-growing companies in the world.

Investment Teams

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).