Blog Archives

November 19, 2021

INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY

Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%.

EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY

At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially.
May 28, 2021

Infrastructure Plus Strategy: Q1 2021 Commentary

Looking back at how the market has performed over the first quarter, the choppy and divergent market reflected both headwinds and tailwinds.
May 6, 2021

Infrastructure of the Future

The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. We see 2020 as a key inflection year for renewable energy with accelerated growth.
March 1, 2021

MarketWatch: Former OppenheimerFunds Rochester Head Troy Willis, J.D., CFA Joins Principal Street

MarketWatch recently reported that the former co-head of the OppenheimerFunds Rochester Municipal Bond Team Troy Willis, J.D., CFA has joined Principal Street Partners.

Morningstar: Troy Willis, J.D., CFA Joins Principal Street as the Chief Investment Officer of Municipal Bond Strategies

In a recent article, Morningstar announced Principal Street Partners’ newest addition to the firm: Chief Investment Officer of Municipal Bond Strategies Troy Willis, J.D., CFA.

Boston Herald Announces Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

The Boston Herald recently announced that seasoned industry veteran Troy Willis, , J.D., CFA,former co-head of the OppenheimerFunds Rochester Municipal Bond Team for nearly two decades, has formally joined Principal Street Partners.

Yahoo Finance Announces Troy Willis, J.D., CFA as Principal Street’s New Chief Investment Officer of Municipal Bond Strategies

Yahoo Finance recently announced that Troy Willis, J.D., CFA has joined Principal Street Partners as the firm’s new CIO of Municipal Strategies.