Stock Investment Philosophy

Generating excess revenue:

Stock selection is the most reliable and reproducible source of excess earnings

Characteristics of excellent stocks:

Improving fundamentals and their sustainability
Rising investor expectations
Attractive stock price levels

Fusion of Research:

Fundamental research that fuses quantitative and qualitative analysis

Extensive quantitative analysis using the Global Research Platform (GRP)*
In-depth qualitative analysis by analysts

Maintain excess revenue:

Consistently exceeding benchmark returns

Disciplined portfolio building
Avoiding Unintended Risks

Note: The Global Research Platform (GRP) is a screening system based on quantitative analysis developed independently by Principal Global Investors.

The investment philosophy and investment process of the Principal Global Investors equity portfolio are common regardless of the region in which the investment is invested, the market size, etc.

Click here for an overview of the stock investment process