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Principal Real Estate Securities Fund - Keywords


INVESTMENT PHILOSOPHY

  • Total Return Focus
  • Cash Flow Driven

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Fundamental Analysis
  • Qualitative Analysis
  • Forward Looking Earnings Analysis
  • Income Stream Durability
  • Quality of Management Team
  • Capital Allocation Track Record

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Return on Capital
  • Improving Financials
  • Expected Return Calculation
  • Growth Longevity Analysis
  • Earnings Growth Factors
  • Sustainable Business Models
  • Trends Across Industries
  • Fundamental Momentum
  • Qualitative and Quantitative Screening
  • security selection vs sector allocation

PORTFOLIO CONSTRUCTION

  • Diversified
  • Team Based Process
  • Benchmark Aware
  • Collaborative
  • Opportunistic
  • High Active Share Ratio

RISK CONTROL

  • Downside Control
  • Fundamental Risk
  • Idiosyncratic Risk
  • Permanent Loss of Capital
  • Position Size
  • Permanent Loss of Capital
  • Risk|Reward Ratio Focused
  • Consistent Return Focused
  • Focused on Excess Return to Index