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Concentrated Mid Cap strategy differentiators

  • Conviction
    Concentrated portfolio with active share above 90%.

  • Powered by great companies
    Quality first mentality removes subpar operators, helping to avoid value traps.

  • True mid-cap exposure
    As companies grow from mid- to large-, we reallocate proceeds to smaller mid-cap companies, avoiding size drift. 

  • Sector neutral to help mitigate risk
    We are focused on selecting great companies, not timing sectors. 

Concentrated Mid Cap strategy facts

  • Manager

    Principal Edge 

  • Inception

    1 August 2007 

  • Index

    Russell Midcap Index 

  • Targeted number of holdings


  • Expected turnover


  • Investment vehicles

    IMA, SMA, UMA, U.S. Mutual Fund 

Concentrated Mid Cap portfolio management 

Principal Edge 

Investing in quality companies with competitive advantages, financial strength, shareholder-oriented management teams, and strong or improving profitability. We are focused on quality first, with patience to invest at attractive valuations, and maintain a long-term investment horizon. 

PM Title
Co-Chief Investment Officer, Portfolio Manager
Daniel R. Coleman
44 years of experience
PM Title
Portfolio Manager
Theodore B. Jayne, CFA
25 years of experience
PM Title
Associate Portfolio Manager
Lauren C. Choi
20 years of experience
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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. Mid-cap stocks may have additional risks including greater price volatility. Dividends are not guaranteed.

Investment guidelines are subject to change.

Not all investment options are available in all jurisdictions. Certain vehicles have not been registered with the United States Securities and Exchange Commission under the United States Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States or to any United States person.

Principal Edge is an investment team within Principal Global Investors.