Sarah is the Director of Equity Research/Associate Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. She co-manages the Edge’s SMID Equity Income strategy, and she is responsible for directing the equity research effort at Edge and providing research coverage for the Real Estate sector.
Sarah joined Edge in 1999 as an Investment Analyst. She was promoted to a Senior Investment Analyst in 2005, became an Associate Portfolio Manager/Senior Investment Analyst in 2011, and was promoted to the Director of Equity Research in 2017. She has been in the investment industry since 1998.
Previously, she was an Equity Research Analyst for William O’Neil & Company.
Sarah received a master's degree in economics from the University of California at Santa Barbara and bachelor's degrees in political science and economics from Saint Mary’s College of California.
Sarah has earned the right to use the Chartered Financial Analyst designation.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
PMDDX | Principal Small-MidCap Dividend Income Fund | $943.6 M |
* Net Assets include for all classes