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Home Principal investment teams Principal Edge Investment Team
Equity Investment team

Principal Edge

Committed to investing in quality companies that can grow revenues, earnings, and dividends over time.

Our investment approach

Since 1939, Principal Edge has been a leading manager of U.S. equity strategies, specializing in the management of large, mid, and SMID-cap equities. Located in Seattle Washington, the team at Principal Edge uses a quality first approach, has the patience to invest at attractive valuations, and maintains a long-term investment horizon.

 
Value
Blend
Large-cap

Equity Income

Capital Appreciation

Capital Appreciation Select

Mid-cap

SMID Equity Income

Our Equity Income and SMID Equity Income strategies invest in companies that pay a meaningful dividend and have the potential to grow that dividend over time.
Our Capital Appreciation and Capital Appreciation Select strategies invests in companies with a durable competitive advantage, strong balance sheet, and solid cash flow generation.
  • Quality first

    Focused on selecting companies with sustainable competitive advantages, strong management teams, and financial strength.

  • Profitability matters

    The team screens for companies with revenue growth in excess of industry, return on invested capital greater than weighted average cost of capital, and positive free cash flow.

  • Long-term perspective

    We wait for market overreaction to short-term noise to purchase great companies and own them for years.

Need more information? Contact us.

Explore our featured equity strategies.

To help you effectively balance risk and return, we make available equity strategies that have historically delivered attractive returns.
Equity Income
Focused on selecting high-quality, large-cap dividend growing companies.
Learn more
SMID Equity Income
Focused on selecting high-quality, SMID dividend growing companies.
Learn more

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.

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.

Principal Edge is an investment team within Principal Global Investors.