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United states Principal Financial Group
Home Equity investment strategies Global Sustainable Food and Biodiversity

Strategy differentiators

  • Intentionally targets the most attractive themes globally to benefit from long-term trends.

  • Invests in companies with innovative solutions that will drive significant secular value creation opportunities.

  • Leverages deep fundamental knowledge empowered by leading edge tools to find compelling investments that align with sustainability goals.

  • An experienced team with a demonstrated track record of delivering attractive results with a focus on sustainability.

Strategy facts

  • Manager

    Principal Equities

  • Inception

    31 July 2022

  • Index

    S&P Global Agribusiness Equity NTR Index

  • Targeted number of holdings

    30-50

  • Expected turnover

    <50%

  • Investment vehicles

    IMA, UCITS Fund

Portfolio management

Principal Equities

We believe bottom-up stock selection is the most reliable and repeatable source of consistent performance. Through focused fundamental research and disciplined risk management, we strive to take advantage of persistent behavioral biases and impediments to capital flows, which often create market inefficiencies and opportunities.

PM Title
Portfolio Manager
Name
Martin Frandsen
11 years of experience
PM Title
Portfolio Manager
Name
Steven Larson
32 years of experience
1 year with PGI

Get the latest insights.

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.

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.

The S&P Global Agribusiness Index includes 24 of the largest publicly-traded agribusiness companies from around the world. The index is comprised of a diversified mix of producers, distributors & processors and equipment & materials suppliers companies.

Principal Equities is an investment team within Principal Global Investors.