DiscoverActive InsightsThe Case for Small Cap Value with Michael Petro, CFA
The Case for Small Cap Value with Michael Petro, CFA

The Case for Small Cap Value with Michael Petro, CFA

Update: 2021-09-27


In this episode, Chris speaks with Michael Petro, portfolio manager of the Putnam Small Cap Value Fund.  He is responsible for the overall strategy and positioning of Putnam's small-cap value products. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999.

During the conversation, they touch on many topics, including: 

  • The case for small cap value
  • The process of harvesting ideas that generate Alpha within small caps
  • How working with small companies is different than large companies
  • Inflation and the impact on small caps
  • The art of stock picking
  • How risk can be controlled in small caps

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All investments involve risk, including the loss of principal. You can lose money by investing.

The Russell 2000 Value Index is an unmanaged index of those companies in the small-cap Russell 2000 Index chosen for their valueorientation. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. You cannot invest directly in an index.

To view additional information including performance and holdings, please visit the Putnam Small Cap Value Fund page found on 

Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call your financial representative or call Putnam at 1-800-225-1581. Please read the prospectus carefully before investing.

Putnam Retail ManagementAD1851850 9/21

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The Case for Small Cap Value with Michael Petro, CFA

The Case for Small Cap Value with Michael Petro, CFA

Putnam Investments