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...
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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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...