Insights

Document Thumbnail: Aligned Investors: 2017 year-end review
30 Jan 2018
If only markets could produce more years like 2017. Investors of all kinds had reason to be pleased with the outcome. Stocks in the United States had another strong year, with the S...
Aligned Investors mid-year review 2017
28 Jul 2017
The most notable characteristic of equity markets so far in 2017 has been their near total tranquility. Through six months of the year, the S&P 500, including dividends, is up a little more...
*Principal Global Investors is the asset management arm of the Principal Financial Group. Aligned Investors is a specialist equity investment group within Principal Global Investors. Unless otherwise noted, the information in this document has been derived from sources believed to be accurate as of October 2016. Information derived from sources other than Principal Global Investors or its affiliates is believed to be reliable; however, we do not independently verify or guarantee its accuracy or validity. Pa
14 Dec 2016
Indexes are often described as a way to “own the market,” and, for the most part, that is true. Companies are weighted by their respective market capitalizations, so larger companies...
The Owner-Operator AdvantageThe owner-operator advantage
09 Nov 2016
It was a typical Monday morning for Jeffrey Lorberbaum.He went to the office, ready to start the week, but by the time he got to his desk he noticed something was different. Nobody else was there....
Document Thumbnail: Aligned Investors: 2017 year-end review
30 Jan 2018
If only markets could produce more years like 2017. Investors of all kinds had reason to be pleased with the outcome. Stocks in the United States had another strong year, with the S...
Aligned Investors mid-year review 2017
28 Jul 2017
The most notable characteristic of equity markets so far in 2017 has been their near total tranquility. Through six months of the year, the S&P 500, including dividends, is up a little more...
*Principal Global Investors is the asset management arm of the Principal Financial Group. Aligned Investors is a specialist equity investment group within Principal Global Investors. Unless otherwise noted, the information in this document has been derived from sources believed to be accurate as of October 2016. Information derived from sources other than Principal Global Investors or its affiliates is believed to be reliable; however, we do not independently verify or guarantee its accuracy or validity. Pa
14 Dec 2016
Indexes are often described as a way to “own the market,” and, for the most part, that is true. Companies are weighted by their respective market capitalizations, so larger companies...
The Owner-Operator AdvantageThe owner-operator advantage
09 Nov 2016
It was a typical Monday morning for Jeffrey Lorberbaum.He went to the office, ready to start the week, but by the time he got to his desk he noticed something was different. Nobody else was there....