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Equity investment team

Principal Aligned

Owning high-quality, owner-operator led companies with sustainable competitive advantages.

Our investment approach

Principal Aligned takes a long-term, bottom-up fundamental approach and specializes in the management of large-cap and mid-cap equity portfolios, primarily in the United States. We invest in owner-operator led companies with aligned incentives, while remaining focused on valuation and risk reduction. Our established track record includes a proven history of delivering risk-adjusted excess returns over market cycles.

High-quality businesses with sustainable competitive advantages
Aligned approach
Explore our featured strategies.

To help you diversify your opportunities, we continually review fixed income markets to identify and offer strategies to meet your objectives.

Blue Chip Equity

Investing in high-quality large-cap companies with owner-operator management teams and sustainable competitive advantages.

MidCap Equity

Investing in high-quality mid-cap companies with owner-operator management teams and sustainable competitive advantages.

Get to know our equity investment teams.

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

Principal Equities
With experienced resources around the world, we combine global insights with local knowledge to deliver a wide range of fundamental and systematic specialized equity investment solutions spanning all regions and market caps.
Get the latest insights
Principal Aligned 2025 Year-End Review
PDF
Our 2025 Aligned Year-End Review includes insights into how we navigated this dynamic landscape and how our MidCap and Blue Chip strategies performed throughout the year.
January 23, 2026
The Case for Principal Blue Chip Fund
PDF
The Principal Blue Chip Fund focuses on investing in companies led by owner-operators. Learn how this approach to investing has helped the Fund's 10-year track record stand out.
February 16, 2026
The Owner-Operator Advantage
PDF
Owner-operators are executives with large personal ownership stakes in the companies they lead. Learn why Principal Aligned is focused on investing in companies led by owner-operators.
March 10, 2026

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.

Principal Aligned is an investment team within Principal Global Investors.