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Our investment approach

Principal Edge invests in quality companies with competitive advantages, financial strength, shareholder-oriented management teams, and strong or improving profitability. We specialize in the management of large-cap, mid-cap, and SMID-cap equities, primarily in the United States. We focus on quality first, have the patience to invest at attractive valuations, and maintain a long-term investment horizon.

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Explore our featured equity strategy.

To help you effectively balance risk and return, we make available equity strategies that have historically delivered attractive returns.
Equity Income
A focus on selecting high-quality, dividend-growing companies.

Our commitment to ESG

When it comes to environmental, social, and governance (ESG) investing, we empower investors by offering choice, confidence, and flexibility.

We believe the best companies can do it all—operate profitably, invest in their business, and return capital to shareholders. We see ESG as an important risk factor and are more likely to avoid companies where there are ESG-related concerns.

  • We evaluate each company based on their competitive advantage, complexity, financial strength, potential for profitability and shareholder friendliness. There are also three ESG factors that we highly value, monitor, and advocate for: diversity, carbon emissions, and pay equity.

  • Our proprietary qualitative industry ranking approach evaluates these ESG factors within the context of each sector, recognizing leaders and laggards.

  • As part of our industry review process, responses to a quarterly ESG questionnaire are documented and our team regularly engages with company management to determine their level of ESG commitment and to encourage disclosure.

Get to know our equity investment teams.

Our distinct and highly experienced equity investment teams are committed to delivering consistent investment results.
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 Equities

With experienced resources around the world, combining global insights 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.

Get the latest insights.

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
2 min

Market rally: Beware of the Bear

2022 has been remarkably similar to previous bear markets.

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

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. Small and mid-cap stocks may have additional risks including greater price volatility. Dividends are not guaranteed.

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.

Principal Edge is an investment team within Principal Global Investors.