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10.65
0.00
0%
- Morningstar Rating:
- Total Assets: 2.3B
Principal Overseas Instl
10.65
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Principal Overseas Fund Institutional Class Overview
On this page you'll find an in-depth profile of Principal Overseas Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PINZX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that are tied economically to countries outside the U.S. at the time of purchase. It invests in emerging market securities. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. It invests in equity securities of small, medium, and large market capitalization companies.
Contact Information
Address
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
1-800-787-1621
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Randy L. Welch | Vice President | 2009 | Now |
| Biography | Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University. | ||
| James W. Fennessey | Vice President | 2009 | Now |
| Biography | Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| David A. Hodges | Portfolio Manager | 2010 | 2014 |
| Biography | Mr. Hodges joined BHMS in 2001. During his 17-year investment career, he served as an equity analyst for Sawgrass Asset Management. Prior to his tenure at Sawgrass, he was a partner at the Hodges Law Firm in Little Rock. Mr. Hodges graduated from Southern Methodist University with a BA. He received an MBA from the University of Florida with a concentration in Security Analysis. He also holds a JD degree from the University of Arkansas School of Law, where he graduated magna cum laude. | ||
| Randolph S. Wrighton | Equity Analyst | 2010 | 2014 |
| Biography | Mr. Wrighton joined Barrow Hanley in 2005. Prior to Barrow Hanley, he worked as an associate at Deutsche Bank Securities and as an intern analyst for both UTIMCO and New York based Perry Capital Management. He also served from 1996-2000 as a Captain in the U.S. Marine Corps. Mr. Wrighton began his investment career at Barrow Hanley as a research analyst covering the Industrials, Energy, and Technology sectors. In 2006, Mr. Wrighton joined an internal group at Barrow Hanley to lead the firm’s expansion into Non-U.S., Global and Emerging Market investment products. He currently serves as a portfolio manager for the Barrow Hanley Emerging Markets and Non-U.S. Value strategies. He is a CFA charterholder. Mr. Wrighton holds an MBA from the University of Texas and a BA in Economics from Vanderbilt University. | ||
| Mariateresa Monaco | Portfolio Manager | 2009 | 2014 |
| Biography | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. | ||
| Jonathan P. Eng | Director | 2008 | 2014 |
| Biography | Mr. Eng is a director and fundamental portfolio manager of Causeway and has been with the firm since July 2001. He is responsible for investment research in the global consumer discretionary, industrials and materials sectors. He has been a portfolio manager since February 2002. PRIOR EXPERIENCE From 1997 to July 2001, Mr. Eng was an equity research associate for the Hotchkis and Wiley division of Merrill Lynch Investment Managers. In 1996, Mr. Eng worked as a summer research associate for Hotchkis and Wiley, performing U.K. and European equity research. | ||
| Kevin Durkin | Director\Portfolio Manager | 2008 | 2014 |
| Biography | Kevin Durkin is a Director of Causeway and is responsible for research in the global consumer staples, industrials and energy sectors. Mr. Durkin joined CAUSEWAY CAPITAL MANAGEMENT LLC (“Causeway”) in June 2001 as a Research Associate and became Portfolio Manager in 2006. From 1999 to June 2001, Mr. Durkin was with the Hotchkis and Wiley division of MLIM in Los Angeles, where he was an equity research associate for the International and Global Value Equity Team. Mr. Durkin has co-managed the Fund since January 2006. Mr. Durkin has a BS, cum laude, from Boston College and an MBA from the Univer | ||
| Harry W. Hartford | President | 2008 | 2014 |
| Biography | Harry Hartford is the President of Causeway Capital Management. Mr. Hartford has served as portfolio manager and President since 2001. He is responsible for investment research in global basic materials and banks. From 1996 to 2001, Mr. Hartford was a Managing Director for the Hotchkis and Wiley division of MLIM, and co-head of the International and Global Value Team. Mr. Hartford has been in the investment community since 1984. | ||
| Sarah H. Ketterer | CEO | 2008 | 2014 |
| Biography | Ms. Ketterer is the chief executive officer of Causeway, portfolio manager for the firm's fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of Causeway's operating committee. She co-founded the firm in June 2001. | ||
| James A. Doyle | Director | 2008 | 2014 |
| Biography | James A. Doyle is a director of the Investment Adviser and is responsible for research in the global healthcare, information technology and telecommunication services sectors. He joined the firm in June 2001. Previously, Mr. Doyle was with HW-MLIM since 1997, where he was a vice president and the head of investment research for the International and Global Value Equity Team in Los Angeles. Mr. Doyle has a BA in Economics from Northwestern University and an MBA in Finance from the Wharton School, University of Pennsylvania. | ||
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