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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 of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index.
Name | Title | Since | Until |
---|---|---|---|
Thomas Rozycki | Associate Portfolio Manager, Research Analyst | 2013 | Now |
Biography | Tom is the head of research for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for coordinating the research effort at Aligned Investors and also serves as portfolio manager for its MidCap and Blue Chip strategies. Tom joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom is a CFA charterholder and a member of the CFA Institute. | ||
Bill Nolin | Portfolio Manager | 2000 | Now |
Biography | Bill is the chief investment officer for Aligned Investors, an investment boutique within Principal Global Investors. He has served as lead portfolio manager for the Principal MidCap Fund since its 2001 inception and related portfolios since 1999. Bill and his dedicated investment team subsequently introduced the Principal Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute. | ||
Michael R. Hamilton | Vice President | 1987 | 2000 |
Biography | Hamilton has been a vice president with Invista Capital Management since 1987. Previously, he worked as a vice president with Statesman Investment Advisers, as a trust officer with Citizens Fidelity, and as a member of the trust department with Continental Bank of Chicago. Hamilton is a member of the Iowa Society of Financial Analysts. | ||
J. Gary Craven | Senior Vice President, Portfolio Manager | 1993 | 1996 |
Biography | Craven is senior vice president and portfolio manager with Evergreen Investment Management Company, his employer since November 1996. Previously, he spent nine years at Invista Capital Management as a vice president, two years with A.G. Edwards & Sons, nine years with Dr. J. Crave Dentist P.C., and two years with Arthur Anderson Inc. as a portfolio manager. Craven holds the Chartered Financial Analyst designation in 1990. He also holds the Certified Public Accountant designation. | ||
Tom Sudyka | Investment Officer | 1992 | 1993 |
Biography | Sudyka is currently an investment officer for Invista Capital Management. Previously, he held security analyst positions with both Woodman Accident & Life Insurance and Mutual of Omaha Insurance. Born in 1964, he was designated a CFA in 1989 and is also a member of the Iowa Society of Financial Analysts. |
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