The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PQIAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PQIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PQIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Built for the long haul.
Todd Trubey
Senior Analyst
Summary
Principal Equity Income’s approach has been in place for a long time, and its crew looks ready for the future. It earns Above Average marks for Process and People.