Office building windows showing lobby stairs and two associates sitting on a bench inside

Our investment approach

Principal Claritas is based in São Paulo, Brazil and has more than 20 years of experience in the local marketplace, combining macro top-down with fundamental bottom-up analysis, seeking stable and significant alpha generation. We have an integrated investment process with comprehensive compliance and risk controls. Our senior team has historical market experience and has worked together for many years—offering open funds, alternative investments, asset allocation, and foreign investment.

Sustainable investing approach

When it comes to sustainable investing, we empower investors by offering choice, confidence, and flexibility.

We evaluate companies and opportunities based on business fundamentals, valuations, and triggers. Our activist approach pays special attention to sustainable investing alignment—an important part of our investment process and product development.

  • We focus on communication with the market, financial planning and business strategy. Our main objective is to improve investment outcomes and our activism does not interfere with the discipline of disinvestment.

  • Product development driven by thematic sustainable investment issues led to the creation of our timber funds, which was one of the first timber funds in Brazil.

  • Social impact is not just important for the companies we invest in. Our financial education program, Claritas Solidária, supports underprivileged high school students in partnership with Junior Achievement and the Principal Foundation. 

Past performance does not guarantee future results.

ESG integration is considered across all actively managed asset classes, with the approach determined by each investment group’s process. This information is specific to the strategies managed by the individuals providing this content and various investment teams across Principal may have differing views of this approach.

ESG criteria may present additional advantages or risks and does not protect against market risks or volatility. You should not make any investment assumptions based solely on the information contained herein. There is no assurance that any ESG component in our investing strategy will be successful.

Principal Claritas is an investment team within Principal Global Investors.