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| Europe Unit Trust Manager Q&A: |
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The Probability to Outperform |
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Author: Ticker Magazine
123jump.com
Last Update: 10:09 AM EST August 08 2007
Click here to view the Pdf version.
Joshua Byrne |
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“We want a portfolio where every name has the probability to outperform, with no name overwhelming the performance. That means
that we do not like to take a make or break bet on any one stock. The fund reflects
a broadly diversified portfolio of our best
investment ideas.” |
| Putnam International Equity Fund |
Scouring a large universe of international stocks to find the ones with best chances to
outperform, is indeed a difficult task. Joshua Byrne, the manager of the Putnam International Equity Fund, relies on a long-term view, a disciplined process, a team of 20 sector analysts, and a blend between quantitative and fundamental analysis to find multiple points of confirmation that the stocks in his portfolio have all it takes to outperform. |
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