Owning high-quality, owner-operator led companies with sustainable competitive advantages.
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.
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.
Our distinct and highly experienced equity investment teams are committed to delivering consistent investment results.
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.