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: Q1 2021 Commentary

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 up 8.7% as well as the S&P 500 which was up 6.2%. Infrastructure PLUS’s strong 2020 performance benefited from the...

Infrastructure Plus Strategy: Q1 2021 Commentary

May 28, 2021

For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra Index) which was up 8.7% as well as the S&P 500 which was up 6.2%. Infrastructure PLUS’s strong 2020 performance benefited from the...