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

— 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

DIFFERENTIATED STRATEGY

— 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

INDUSTRY EXPERTISE

— 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

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

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INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY

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 comparable index, the DJ Brookfield Infrastructure Composite (DJBIA1DOW) also delivered a return of -2.6%. The S&P 500...

INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY

Nov 19, 2021

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 comparable index, the DJ Brookfield Infrastructure Composite (DJBIA1DOW) also delivered a return of -2.6%. The S&P 500...