page assignment hero

Strategy differentiators

  • Decisions are driven purely by objective data and fact-based company fundamentals to help avoid behavioral and opinion-based biases.

  • We isolate companies that exhibit high earnings, high growth, rising price trends and improving analyst expectations that also remain undervalued by the market.

  • With no country, region, or sector bias, our unconstrained approach allows a more objective bottom-up selection of what we believe are the most attractive, leading companies across the universe of equities.

Strategy facts

  • Manager

    Principal Origin

  • Inception

    14 June 2010

  • Index

    MSCI AC World Small Cap

  • Targeted number of holdings

    Ca. 200

  • Expected turnover

    n/a

  • Investment vehicles

    IMA, UCITS Fund

Portfolio management

Principal Origin

Uses a systematic, evidence-based approach to build global and regional equity portfolios focused on companies that exhibit a balance of positive capital management along with positive momentum, including analyst earnings revisions and share price trend, while also being undervalued relative to the market.

PM Title
Founding Partner
Name
Chris Carter
37 years of experience
PM Title
Founding Partner
Name
Nigel Dutson
34 years of experience
PM Title
Managing Partner
Name
Tarlock Randhawa
22 years of experience
PM Title
Portfolio Manager
Name
Nerys Weir
21 years of experience
Learn more

Get the latest insights

Equities

An overview of Principal Origin

Learn how Principal Origin targets the most profitable and fastest-growing companies at reasonable prices.

Equities
9 min

Equity market downturn: The path forward

While bear market rallies may be enticing, they are often short lived, and come with underappreciated risks.

Experts
Garrett Roche, CFA, FRM
Global Strategist
Seema Shah
Chief Global Strategist
Equities
9 min

Equity market downturn: Unraveling the decline

The threat of persistent inflation is reason to reconsider traditional asset allocations.

Experts
Han Peng, CFA
Quantitative Strategist
Seema Shah
Chief Global Strategist

Past performance does not guarantee future results.

Investing involves risk, including possible loss of principal.

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.

Small-cap stocks may have additional risks including greater price volatility.

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