Get to know our equity investment teams.

Our distinct and highly experienced equity investment teams are committed to delivering consistent investment results.
  • Diversified equity solutions that span the full range of market caps and geographies.

  • Differentiated investment processes—including fundamental, bottom-up research, top-down analysis, and data driven insights.

  • Access to direct regional insights as well as global views.

  • Customized strategies to meet your specific needs.

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.

Principal Dynamic Growth

Specializes in the management of small-, SMID-, and mid-cap U.S. growth equities using a bottom-up, growth-oriented approach to find good companies that are getting stronger and exceeding investor expectations.

Principal Edge

Committed to fundamental analysis and the belief that quality companies make good stocks, we have the patience and confidence to invest in SMID-, mid-, and large-cap U.S. equities over the long term.

Principal Equities

With experienced resources around the world, we combine global insights with local knowledge to deliver a wide range of fundamental and systematic specialized equity investment solutions spanning all regions and market caps.

Principal Origin

Uses a systematic, evidence-based approach to build global equity portfolios focused on companies that exhibit a balance of positive capital management, undervaluation, earnings revisions, and share price trend.

Explore our featured equity strategies.

To help you effectively balance risk and return, we make available a broad range of equity strategies that have historically delivered attractive returns.
Blue Chip Equity
Investing in high-quality large-cap companies with owner-operator management teams and sustainable competitive advantages.
Managed by  Principal Aligned
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.
Managed by  Principal Equities
Equity Income
A focus on selecting high-quality, dividend-growing companies.
Managed by  Principal Edge
European Equity
Investing primarily in the shares of European-domiciled businesses that we believe are becoming better as a result of positive change.
Managed by  Principal Equities
Global Smaller Companies
Targeting profitable and fast-growing small-cap companies at reasonable prices.
Managed by  Principal Origin
MidCap Equity
Investing in high-quality mid-cap companies with owner-operator management teams and sustainable competitive advantages.
Managed by  Principal Aligned
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.
Managed by  Principal Equities

Get the latest insights.

Equities

The Owner-Operator Advantage

Owner-operators are executives with large personal ownership stakes in the companies they lead. Learn why Principal Aligned is focused on investing in companies led by owner-operators.

Equities

The Case for Equity Income Fund

Examine how active management is best suited to identify high-quality companies with the proven ability to grow dividends.

Equities

The Case for Principal Blue Chip Fund

The Principal Blue Chip Fund focuses on investing in companies led by owner-operators. Learn how this approach to investing has helped the Fund's 10-year track record stand out.

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, Principal Dynamic Growth, Principal Edge, and Principal Equities are investment teams within Principal Global Investors.

Principal Origin is a trade name of Origin Asset Management LLP, an affiliate of Principal Global Investors.