Meet George Putnam

George Putnam

A graduate of both Harvard Law School and Harvard Business School, George Putnam, III first became involved with distressed securities as a lawyer in the late 1970s. He founded New Generation Research, Inc. in 1986 after seeing how how profitable turnaround stocks could be because many investors do not understand them or are afraid of them. Since the first issue of his flagship publication The Turnaround Letter hit the presses back in 1986, Putnam has consistently practiced the same straight-forward and profitable contrarian investment philosophy.

As a distressed investor, Putnam does not follow the crowd. His Turnaround Letter purchase recommendations avoid “blue chips” and “hot” stocks—instead cherry-picking select “troubled” companies poised for a rebound. His strategy is simple: Beaten down stocks with genuine value will prevail regardless of the overall market.

            Experience You Can Trust

The key to profits with turnaround investing lies in skillful analysis and decades of proven experience—separating those companies that will recover and, ultimately, return to favor from those that will not. Like many things in life making this distinction is often easier said than done, and The Turnaround Letter's performance returns and impeccable reputation speak for themselves.

Frequently interviewed by Barron's, The Wall Street Journal, New York Times, Kiplinger, The Fiscal Times, MoneyShow.com and other financial publications, Putnam has been named USA Today's "Investment Advisor of the Year." In addition to his responsibilities at New Generation Research, Putnam also managed a hedge fund focused on distressed situations and serves as a Trustee for the Putnam Group of Mutual Funds, which have over $70 billion in assets. 

Market-Beating Results

George Putnam's straight-forward stock market strategy has brought his readers a 15 year annualized return rate of 11.4% (as of 6/30/17)—versus the S&P 500's 8.1%:

stock profit

Source:Hulbert Financial Digest

Turnaround Letter readers have also realized significant gains on many of 2017's closed out purchase recommendations, with an average of 38% stock profit (through 7/1/17). Putnam's Turnaround Letter's average profit on closed out stock picks since 2002 is 64% (through 7/1/17), as indicated in the chart below: 

Closed Out Stock Picks Avg. Returns

long-term-stock-profit

One of the longest-running investment newsletters on the market today, George Putnam's Turnaround Letter will show you how to lock in your own double-digit stock profit and long-term investing success!

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A Closer Look At Two Activist Campaigns

Watch to see if ADP’s CEO Carlos Rodriguez inadvertently helps Pershing, and his aggressive and sometimes personal stance against Ackman could backfire. Overall, because of the stock’s strong returns and Ackman’s weak credibility, we would give this activist campaign a low chance of making ADP a successful turnaround investment. For turnaround investors, the Trian campaign appears to have a win-win opportunity for investors--either Peltz joins the board and learns enough to re-invigorate P&G, or loses and management must either execute (boosting earnings and the shares) or they will face a more drastic proxy campaign with higher odds of success down the road. We think the P&G campaign could turn out well for shareholders.  Read More.

Warrants: A Solid Investment Opportunity

Warrants provide a valuable tool for the savvy investor. When selected and implemented well, they can be a smart addition to a diversified investor’s portfolio. Like options, warrants are not equity. They only convey the right to buy equity. As such, neither holder is entitled to dividend rights, pre-emptive rights, proxy voting or any share of any liquidation.

 

Value Investing

 

Warrants' return potential can be very high, but they also carry significant risks. Learn what they are, how they work, strategies to minimize risk and find profit with warrants.

Here's Why You Should Invest in Asset Managers

 

stock market advicex

 

This Forbes article cites a recent MoneyShow write-up that recommends investors take advantage of the strong stock market and potential interest rate hike by "putting some of your investment assets into the shares of asset management stocks."

 

The article praises The Turnaround Letter's OAK purchase recommendation and quotes George Putnam: "As the corporate debt binge that we’ve experienced since 2009 comes to an end, Oaktree will benefit from a growing number of restructurings and bankruptcies."  

 

Learn more about Putnam's investing success with turnaround stocks.