The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes will “stick” in a post-COVID world though certain trends which were already underway, and were able to thrive during the...
Equity Income Strategy
Our strategy was originally incepted for ultra high net worth families as a means of generating above market dividend yields in addition to stock price appreciation. The strategy generates tax advantaged income with qualified dividend tax treatment.
Our investment process is data driven, factor-based model coupled with a qualitative overlay for ultimate portfolio construction. The process is systematic, intuitive and repeatable.
- HIGH-QUALITY AND LIQUID BALANCE SHEETS
- DURABLE CASH FLOW AS SUPPORTED BY RELATIVE CASH FLOW MARGINS
- ATTRACTIVE RELATIVE VALUATION
- ATTRACTIVE AND GROWING DIVIDENDS
UNIVERSE
THRESHOLD FILTERS
RANKING BY 13 FACTORS
PORTFOLIO CONSTRUCTION
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Infrastructure of the Future
The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes will “stick” in a post-COVID world though certain trends which were already underway, and were able to thrive during the...
Infrastructure of the Future
The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes...
Infrastructure PLUS Strategy: Q2 2010 Commentary
The Infrastructure PLUS Strategy We hope your last few months have you feeling happy, healthy, and terrific. This is our inaugural review of our...
Equity Income Strategy: Q2 2020 Commentary
Market Overview The COVID-19 pandemic continued to spread across the globe during the second quarter. By the end of June, the virus had dealt a...
Principal Street Tax Exempt High Income Strategy: Update on the High Yield Municipal Bond Market
As the coronavirus continues to unfold and hopefully peak, we hope that you and your families remain safe and healthy. We wanted to share this...
Insights March 2020: Update on the High Yield Municipal Bond Market in the Wake of Coronavirus Fears
Coronavirus fears have induced sharpened volatility in all markets of late, including the high yield municipal bond market, which had held up well...