Our experienced and broad investment resources deliver differentiated strategies across a global platform
Utilizing our experienced and broad investment resources to create differentiated strategies across a global platform.
Analytical capabilities to identify the most promising opportunities across sectors, drawing from comprehensive industry knowledge
Rigorous fundamental analysis focused on identifying idiosyncratic risk-return opportunities and market inefficiencies
Cross-team collaboration driving unique insights for enhanced security selection
Proprietary portfolio construction techniques to ensure position sizing reflects alignment in the risk/reward identified
We offer active equity strategies designed to help investors meet their investment objectives. With diversified solutions across a range of market caps and geographies, we help clients take advantage of the widespread opportunities within the equities market.
Dedicated investment teams focused on fundamental analysis
A collaborative approach that promotes differentiated insights
Portfolio construction discipline that centers on superior risk/return outcomes
To help you effectively balance risk and return, we make available equity strategies that have historically delivered attractive returns.
Capital appreciation
Focused on selecting high-quality, large-cap core companies.
Capital appreciation select
Focused on selecting high-quality, large-cap core companies.
Diversified international equity
Investing primarily in the shares of businesses domiciled in developed (ex-U.S.) and emerging market countries that we believe are becoming better as a result of positive change.
Equity income
Focused on selecting high-quality, large-cap dividend growing companies.
European equity
Investing primarily in the shares of European-domiciled businesses that we believe are becoming better as a result of positive change.
International equity ADR
Investing primarily in the shares of non-U.S. companies primarily through American Depository Receipts, this strategy is research-driven and focused on bottom-up stock selection, not bold calls on macro or geopolitical conditions.
SMID equity income
Focused on selecting high-quality, SMID dividend growing companies.
U.S. small cap equity
Investing in small-cap businesses domiciled in the United States that we believe are becoming better as a result of positive change.
Our distinct and highly experienced equity investment teams are committed to delivering consistent investment results.
Principal Aligned
Long-term, bottom-up fundamental investors managing U.S. large-cap and mid-cap equity portfolios with a specific preference for high-quality businesses run by owner-operators.
Past performance does not guarantee future results.
Equity markets are subject to many factors, including economic conditions, government regulations, market sentiment, local and international political events, and environmental and technological issues that may impact return and volatility.
Principal Aligned and Principal Equities are investment teams within Principal Global Investors.