Toby is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He is responsible for co-managing Edge’s Concentrated Mid Cap and Capital Appreciation strategies.
Toby joined Edge in 2015 and has been in the investment industry since 1998. Previously, he was a Managing Director and Portfolio Manager at Wellington Management Company, LLP.
Toby received a bachelor’s degree in anthropology from Harvard University. Toby has earned the right to use the Chartered Financial Analyst designation.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
PEDGX | Principal EDGE MidCap Fund | $90 M |
CMNWX | Principal Capital Appreciation Fund | $2190 M |
* Net Assets include for all classes