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Rob Breed
Portfolio Manager-Equities at
F.L. Putnam Investment Management Co.
Profile
Mr. Robertson P.
Breed, CFA MBA, is a Principal, Managing Director of Investment Advisory Services & Portfolio Manager at F.L.
Putnam Investment Management Co. He joined the firm in 1991 and is responsible for management of the firm’s Core U.S.
Equity Strategy.
In addition, Mr. Breed is Co-Chair of the firm’s Asset Allocation Committee and provides support to the firm-wide investment process, including both fundamental and technical research.
He has over 35 years of experience implementing investment policy, constructing portfolios and counseling individuals, families, endowments and foundations.
Prior to joining the firm, Mr. Breed gained a broad range of experience in equity, fixed income and derivatives trading as a member of E.F.
Hutton's Principal Training Program, where he was positioned as an Institutional Equity Trader for Hutton.
Mr. Breed received his BA Economics from Bowdoin College and an MBA from The Leonard N Stern School of Business.
He is a CFA charter holder.
Rob Breed active positions
| Companies | Position | Start |
|---|---|---|
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Portfolio Manager-Equities | 01/04/1991 |
Training of Rob Breed
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
89
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. The firm’s strategic asset allocation framework is diversified across global equity and fixed income markets. Their strategic weights provide a disciplined and long-term approach to portfolio construction over a market cycle of 3-5 years, while the tactical adjustments allow flexibility to reflect their assessment of investment opportunities in global financial markets over the next 12-18 months. The firm purchase securities of high-quality issuers when they are trading at attractive prices, with the expectation that they will be long-term investments. When selecting taxable or tax-exempt fixed-income securities, they generally concentrate on issuers whose obligations are rated investment grade (AAA, AA, A or BBB) by one of the independent rating agencies. F.L. Putnam Investment Management selects debt securities with final maturities (or call dates) that are no longer than ten years from the date of purchase. | Finance |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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