Focused on selecting high-quality, large-cap core companies.
Capital Appreciation Select strategy differentiators
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Quality first
Proprietary industry review process utilizes deep fundamental analysis to identify quality businesses and avoid sub-par operators -
Free cash flow focused
Valuation framework utilizes free cash flow to identify opportunities in continuous compounders or companies with short-term dislocations -
Balanced approach
Sector neutral framework allows team to focus on company drivers. Stock selection has driven strong risk-adjusted results
Strategy facts
Capital Appreciation Select 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, with patience to invest at attractive valuations, and maintain a long-term investment horizon.
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.
Investment guidelines are subject to change.