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| Europe Unit Trust Manager Q&A: |
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Truly and Comprehensively Diversified |
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Author: Ticker Magazine
123jump.com
Last Update: 10:14 AM EST March 06 2007
Click here to view the Pdf version.
Jeffrey Knight |
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“We want to have different ways to add value and different ways to win, but we use them
in a balanced way to avoid being one-dimensional in coping with any market environment. If we do smart things in
combination and balance them right, we ought to generate consistent excess return.” |
| Putnam Asset Allocation Growth Fund |
For Jeffrey Knight, portfolio leader of the Putnam Global Asset Allocation Growth Fund,
active management means top-down allocation across asset classes, countries, sizes, and
sectors, as well as a bottom-up approach within each category. With more than 2,000 holdings, the fund’s goal is to achieve the right balance of the diversified holdings. Emphasizing the collective characteristics of the holdings, the fund relies on quantitative research for all the decisions. |
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