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Differentiated alpha
Our hybrid, fundamental research structure encourages debate and sharing of ideas between sector and strategy specialists to deliver a unique, collaborative view on stock opportunities.
Putnam Investments Inc.
We are a diversified equity-only asset manager serving investors worldwide. Helping clients pursue their financial goals is our sole business.
Meet our team
US All Cap Growth
Richard Bodzy is a Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager for Putnam Investments.
Richard has been in the investment industry since 2004 and joined Putnam in 2009. Previously, he served as an equity analyst, industrials, at a leading US-based financial services firm in 2008. From 2004 to 2006, Richard was a hedge fund analyst at a leading provider of independent investment research.
Richard earned a BA from the University of Michigan and an MBA from the Darden Graduate School of Business at the University of Virginia.
Gregory D. McCullough, CFA
Portfolio Manager
Putnam Investments Inc.
Investment experience since 2008
Gregory McCullough is an Assistant Portfolio Manager for the Mackenzie US All Cap Growth Fund and a Portfolio Manager, Analyst for Putnam Investments.
Gregory has been in the investment industry since 2008 and joined Putnam in 2019. Previously, he served as a Senior Vice President, Senior Global Equity Analyst, at a leading US-based financial services firms in 2014 to 2019. From 2008 to 2013 he served as a Vice President, Global Equity Analyst.
Gregory earned a BA from Davidson College and an MBA from the Darden Graduate School of Business at the University of Virginia.
Value
Darren Jaroch is a Portfolio Manager of Putnam's U.S. Large Cap Value, Non-U.S. Value, and Global Value Equity strategies.
He joined Putnam in 1999 and has been in the investment industry since 1996. Previously at Putnam, Darren managed global core equity strategies and worked on quantitative models as a member of the U.S. Value team. Prior to joining Putnam, he was a Senior Auditor, Client Service, at State Street Bank & Trust from 1996 to 1998 and a Research Associate at Abt Associates from 1995 to 1996.
Darren earned a B.A. in Economics from Hartwick College.
Lauren DeMore is a Portfolio Manager of Putnam's U.S. Large Cap Value and Non-U.S. Value Equity strategies.
She joined Putnam in 2006 and has been in the investment industry since 2002. Previously at Putnam, Lauren served as an Assistant Portfolio Manager of Putnam’s U.S. Large Cap Value and Non-U.S. Value Equity strategies, and as an Analyst in the Equity Research group, covering the non-U.S. financials, telecommunications, and utilities sectors. Prior to joining Putnam, she was an Analyst at EnCapital from 2002 to 2006.
Lauren earned a B.A. in Economics from the University of California, Los Angeles.
Our insights
Our funds
Our awards
Winner of the 2025 Fundata FundGrade A+® Awards for consistent and outstanding risk-adjusted performance in their respective categories
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Mackenzie US All Cap Growth Fund Series A was recognized for outstanding fund performance at the 2025 Fundata FundGrade A+® Awards in the U.S. Equity category out of a total of 256 funds. Performance for the fund for the period ended December 31, 2025 is as follows: 5.8% (1 year), 27.7% (3 years), 12.4% (5 years), 15.2% (10 years) and 10.7% (since inception - January 1995).