Author: Ticker Magazine
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Last Update: 10:14 AM EST March 06 2007

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Jeffrey Knight		“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.