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Advisor Information for PMVYX

Fund Inception04/02/2002
Name of IssuerFranklin Templeton Investments
Fund Advisor(s)Putnam Investment Management, LLC
Sub-Advisor(s)Franklin Advisers, Inc.

Fund Managers for PMVYX

Katherine Collins
Portfolio Manager since 03/21/2018
Ms. Collins is Head of Sustainable Investing, responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental social, and governance (ESG) issues. In addition, she is a portfolio manager of Putnam's Sustainable Future and Sustainable Leaders strategies. Ms. Collins manages the Sustainable Equity team, which collaborates with portfolio managers and analysts on ESG integration by assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at a portfolio level.
Stephanie Dobson
Portfolio Manager since 03/21/2018
Ms. Dobson is a Portfolio Manager of Putnam`s sustainable investing strategies. She is responsible for conducting fundamental analysis and valuation of companies, evaluating their performance across environmental, social, and governance (ESG) factors, and identifying potential risks and opportunities related to these factors. Ms. Dobson joined Putnam in 2017 and has been in the investment industry since 2011. Prior to joining Putnam, Ms. Dobson served in various roles at Fidelity Investments from 2011 to 2017.
Rob Forker
Portfolio Manager since 01/31/2025
Rob joined Polen Capital in 2018. He is lead portfolio manager of the firm's International Small Company Growth strategy. Prior to joining Polen Capital, he worked for ten years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Growth Fund as a Senior Equity Analyst and four years as an Equity Analyst in central research. Before business school, Rob worked at Bear Stearns and Lehman Brothers on the institutional trading desks. He received his B.A. and M.B.A. from the University of Virginia. Rob is a member of the Boston EconomicClub.