Principal Street Partners is an independent asset management firm committed to delivering enhanced investment opportunities for long-term growth and income to our clients. Our strategies are specially tailored to those seeking, income and appreciation within their portfolio.
Seeks to outperform other short-term investment strategies by purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest.
Focuses on long-term, yield-driven total return.
Applies a distressed investment strategy in the municipal credit market with the objective of long-term capital appreciation with a tax-free income component.
Identifies domestic, large-cap companies with attractive balance sheets that have a heritage of above-market dividends and dividend growth.
Uses data-driven research to identify infrastructure companies with greater earnings stability and growth compared to the broader market.
Principal Street Partners is pleased to welcome Charlie Pulire, CFA, as Senior Portfolio Manager, Municipal Bond Strategies. Mr. Pulire is a veteran of the municipal bond market, and brings a wealth of experience to bear on his role.
Troy joined Principal Street Partners as the firm’s Chief Investment Officer of Municipal Bond Strategies and Lead Portfolio Manager of the GSTAX fund in 2021. Mr. Willis is a leading expert and frequent speaker on the municipal bond market with more than 20 years of market experience.
Our high income federal tax exempt fund is managed by the Municipal Bond Strategies team. Drawing on over 130 years of industry experience, from firms both big and small, the team is focused on building diversified portfolios that deliver long-term, yield-driven total return. The process is based upon comprehensive bottom-up credit analysis and relative value-based security selection. We do not peg to an index, and we do not forecast interest rates. We are truly active portfolio managers.
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return...
