Active Insights

Multi-Cap Investing with Jerry Sullivan

March 07, 2022
Active Insights
Multi-Cap Investing with Jerry Sullivan
Show Notes

In this episode, Chris speaks with legendary stock-picker Jerry Sullivan, portfolio manager of the Putnam Multi-Cap Core fund.  Jerry’s famed stock-picking and research talents have been in place since his early days as an analyst over 40 years ago.

During the conversation, they touch on many topics, including: 

  • The many lessons learned through 40 years of investing
  • The importance of multi-cap investing
  • How to find opportunities in an ever-changing market
  • The current investment landscape
  • How to utilize volatility to generate Alpha
  • The basics of the “Three Bucket Approach”
    •  Legacy Names 
    • Smart Money
    • Special Situations

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This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change. 

Consider these risks before investing: Investments in small and/or midsize companies increase the risk of greater price fluctuations. Growth stocks may be more susceptible to earnings disappointments, and value stocks may fail to rebound. The value of investments in the fund’s portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general economic, political, or financial market conditions; investor sentiment and market perceptions; government actions; geopolitical events or changes; and factors related to a specific issuer, geography, industry, or sector. These and other factors may lead to increased volatility and reduced liquidity in the fund’s portfolio holdings.

 Our investment techniques, analyses, and judgments may not produce the outcome we intend. The investments we select for the fund may not perform as well as other securities that we do not select for the fund. We, or the fund’s other service providers, may experience disruptions or operating errors that could have a negative effect on the fund. You can lose money by investing in the fund.

 Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.