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Strategy differentiators

  • Growers, not just payers—dividend growers and payers have historically had higher returns with less risk than non-dividend paying stocks.

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

  • Sector neutral approach—helps mitigate risk and relies on stock selection, not sector bets, to drive excess returns.

Strategy facts

  • Manager
    Principal Edge
  • Inception
    1 August 2000
  • Index
    Russell 1000 Value Index
  • Targeted number of holdings
    60-90
  • Expected turnover
    15-25%
  • Investment vehicles
    CIT, IMA, SMA, Model-only, U.S. Mutual Fund

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, have patience to invest at attractive valuations, and maintain a long-term investment horizon.

PM Title
Chief Investment Officer, Portfolio Manager
Name
Daniel R. Coleman
43 years of experience
PM Title
Portfolio Manager
Name
Sarah E. Radecki, CFA
26 years of experience
PM Title
Associate Portfolio Manager, Senior Investment Analyst
Name
Nedret E. Vidinli, CFA
26 years of experience
Learn more

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Experts
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Global Strategist
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Market stress: Creating alpha potential

Active managers, via diligent analysis and selection, have an opportunity for potential outperformance.

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. 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.

Russell 1000® Value Index is a market-capitalization weighted index of those firms in the Russell 1000 with lower price-to-book ratios and lower forecasted growth values.

Principal Edge is an investment team within Principal Global Investors.