PRINCIPAL STREET INFRASTRUCTURE
PLUS STRATEGY

The Infrastructure Plus Strategy uses data-driven screening and research to identify companies essential to the function of a modern economy with greater earnings stability and better growth compared to the broader market. With a primary focus on North American infrastructure, we seek to invest in companies that have:

Wind Energy Investing

ATTRACTIVE LONG-TERM
GROWTH OUTLOOKS

PROVEN TRACK RECORDS

RESILIENT BALANCE SHEETS

ATTRACTIVE EPS GROWTH

POSITIVE ESG ATTRIBUTES

LONG-TERM SUSTAINABLE
BUSINESS MODELS

DATA-DRIVEN PROCESS

— Proprietary factor-based model coupled with a qualitative overlay

— Multiple sub-sectors within infrastructure require extensive screening to determine the best opportunities

— Combines analytics with extensive due diligence

— Systematic, intuitive, and repeatable investment process

— Retain the inherent benefits of investing in infrastructure without sacrificing growth

— Positioned to benefit from technological and structural changes within the global economy

— Uniquely cognizant of tax efficiency to improve realized return

— Overweight investments with positive Environmental, Social and Governance (ESG) attributes

— Managing Partner, John Edwards, with over a decade of experience in utilities and power generation and was a top-ranked analyst covering energy infrastructure and MLPs

— Co-Portfolio Manager, Dylan Nassano, with an extensive research background in energy infrastructure

— CEO James West, former CIO of a multi-family office, tax-managing infrastructure portfolios

WHY INFRASTRUCTURE PLUS?

While many infrastructure strategies outperform broader markets during downturns, lower growth rates impede outperformance during the stable and growing portions of the economic cycle. The Principal Street Infrastructure Plus Strategy broadens the definition of infrastructure to include industries with higher growth rates and more tailwinds than traditional hard infrastructure – without sacrificing the inherent benefits of infrastructure investing, which include:

PRINCIPAL STREET DOES NOT BELIEVE THAT INVESTORS NEED TO FACE A BINARY CHOICE BETWEEN GROWTH AND STABILITY.

JOHN D. EDWARDS, CFA

JOHN D. EDWARDS, CFA

MANAGING PARTNER

DYLAN T. NASSANO

DYLAN T. NASSANO

CO-PORTFOLIO MANAGER

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