Home Equity investment strategies Capital Appreciation Select

Capital Appreciation Select strategy differentiators

  • 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

  • Manager

    Principal Edge

  • Inception

    01 January 2017

  • Index

    Russell 1000 Index

  • Targeted number of holdings

    35-60

  • Expected turnover

    30-60%

  • Investment vehicles

    SMA, IMA, ETF

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.

PM Title
Portfolio Manager
Name
Theodore B. Jayne, CFA
27 years of experience
PM Title
Co-Chief Investment Officer, Portfolio Manager
Name
Daniel R. Coleman
46 years of experience

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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.