page assignment hero

Strategy differentiators

  • Disciplined stock selection process
    Focused on companies of above average quality, trading at compelling relative valuations. 

  • Purposeful portfolio construction
    Seeking excess returns primarily from stock selection—adopting clear active weight guidelines, limiting factor and style tilts, and having equal weight bias in position sizing.  

  • Differentiated approach to ESG and sustainability
    Proprietary ESG ratings and Sustainable Development Goals alignment frameworks with emphasis on engagement and driving real world outcomes.

  • Leveraging time-tested investment philosophies
    Our core investment philosophies are consistent with our REITs strategy.

Strategy facts

  • Manager
    Principal Real Estate
  • Inception
    1 August 2019
  • Index
    FTSE Global Core Infrastructure 50/50 Index
  • Targeted number of holdings
    35-45
  • Expected turnover
    < 50%
  • Investment vehicles

    IMA, UCITS Fund, Mutual Fund

Portfolio management

Principal Real Estate

Our dedicated listed infrastructure investment team within Principal Real Estate brings a wealth of complementary experience investing in infrastructure and broader public equity markets around the world.

PM Title
Portfolio Manager
Name
Emily Foshag
12 years of experience
Learn more

Get the latest insights.

Inflation

Listed infrastructure: A strategy for navigating an inflationary environment

In the current inflationary environment, we believe listed infrastructure has an important role to play.

Expert
Emily Foshag
CFA, Portfolio Manager, Listed Infrastructure
Real estate

Investing in a sustainable future

The social and environmental impact potential of listed infrastructure.

Real estate

Realizing the potential for sustainable impact

Listed infrastructure is uniquely positioned at the intersection of environmental, social, and economic progress.

Past performance does not guarantee future results.

Infrastructure issuers may be subject to regulation by various governmental authorities and may also be affected by governmental regulation of rates charged to customers, operational or other mishaps, tariffs, and changes in tax laws, regulatory policies, and accounting standards. Foreign securities involve special risks, including currency fluctuation and lower liquidity. Some global securities may represent small and medium-sized companies, which may be more susceptible to price volatility than larger companies.

ESG integration is considered across all actively managed asset classes, with the approach determined by each investment group’s process. This information is specific to the strategies managed by the individuals providing this content and various investment teams across Principal may have differing views of this approach.

ESG criteria may present additional advantages or risks and does not protect against market risks or volatility. You should not make any investment assumptions based solely on the information contained herein. There is no assurance that any ESG component in our investing strategy will be successful.

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.

Investment guidelines are subject to change. The FTSE Global Core Infrastructure 50/50 Index includes the listed stocks of companies that meet FTSE Russell’s definition of core infrastructure. To be included in the index, companies must derive a minimum of 65% of their revenue from FTSE Russell-defined core infrastructure activities.

Principal Real Estate is a trade name of Principal Real Estate Investors, LLC, an affiliate of Principal Global Investors.