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 innovative, non-traditional, new dynamic sectors that are historically high-yielding.
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 Troy Willis, J.D., CFA as the firm’s Chief Investment Officer of Municipal Bond Strategies. Mr. Willis is a leading expert and frequent speaker on the municipal bond market with more than 20 years of market experience.
Our tax-free high-income fund is lead-managed by Troy Willis, J.D., CFA. Troy draws from his decades-long successful track record at the Rochester Funds and is supported by a veteran team of portfolio and credit analysts. The Fund is focused on delivering long-term, yield-driven total return, bottom-up credit analysis in a tax-efficient structure. We focus on building a diversified higher-yielding portfolio built upon under-valued and overlooked sectors of the municipal bond market.
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra...
