2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
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:
- 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
DIFFERENTIATED STRATEGY
INDUSTRY EXPERTISE
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2023 January Update- Municipal Bond Strategies
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
2023 January Update- Municipal Bond Strategies
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the...
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%. The most...
EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of...
Infrastructure Plus Strategy: Q1 2021 Commentary
For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was...
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...