F.L.Putnam Investment Management

F. L. Putnam Investment Management Company is a privately owned investment manager based in Wellesley, Massachusetts, with additional offices in Portland, Maine, and Portsmouth, New Hampshire. Founded in 1983, the firm provides investment and portfolio management services to high-net-worth clients, families, foundations, religious organizations, endowments, unions, and other institutions. It manages tailored equity and fixed income portfolios, investing in public markets globally. The firm employs a combination of G.A.R.P. strategies for equity investments across large-cap, mid-cap, and small-cap companies, while its fixed income investments focus on investment-grade rated securities with maturities of ten years or less. Additionally, F. L. Putnam emphasizes socially responsible investing and utilizes fundamental analysis, integrating both bottom-up and top-down approaches to inform its investment decisions.

Keith R. Elflein

Principal, Managing Director of Quantitative Strategies, Portfolio Manager and Member of the Investment Management Sub-Committee, Investment Policy Committee, Sustainable Investing Sub-Committee and Technology / Operations Sub-Committee

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