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Principal Largecap Value Fund Iii Institutional Class (PLVIX)

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21.74 +0.13 +0.60%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.81B

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PLVIX Overview

On this page you'll find an in-depth profile of Principal Largecap Value Fund Iii Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PLVIX among other information.

Contact Information

Address 430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States

Phone 1-800-787-1621

Web www.principalfunds.com

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.
Varun V. Singh	Vice President, Equity Analyst	2013	2014
Biography	Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation.
Matthew R. Lockridge	Senior Vice President and Co-Ditector	2013	2014
Biography	Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University.
Cory L. Martin	CEO/Executive Director, Equity Portfolio Manager	2013	2014
Biography	Mr. Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm. Prior to joining Barrow Hanley, Mr. Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University.
Mark Giambrone	Senior Managing Director, Equity Portfolio Manager/Analyst	2011	2014
Biography	Mr. Giambrone joined Barrow Hanley in 1999. Prior to joining Barrow Hanley, Mr. Giambrone served as a portfolio consultant at HOLT Value Associates. During his career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal. Mr. Giambrone graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago
Ray Nixon	Principal	2011	2014
Biography	Ray joined BHMS in 1994 from Smith Barney, Inc., where he was a member of the firm’s Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his 38-year investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Ray is a member of the Board of the Presbyterian Healthcare Foundation, the Board of the Salvation Army, and the Investment Committee of the Susan G. Komen Foundation. He holds a BA and an MBA from the University of Texas.
Timothy J. Culler	Principal	2011	2014
Biography	Culler is a principal and portfolio manager at BHMS, his employer since 1999. Prior to that, he served as a chief investment officer at INVESCO Capital Management, and as a securities analyst and a portfolio manager at First Union National Bank in Charlotte, NC. Culler. He has over 22 years of investment management experience Culler holds the Chartered Financial Analyst designation.
Robert J. Chambers	Principal	2011	2014
Biography	Robert J. Chambers, CFA, joined BHMS as a principal in August 1994. During his 34-year investment career, he worked as a senior securities analyst and portfolio manager for General Accident Group, the U.S. subsidiary of General Accident Fire and Life Assurance Co., Ltd. of Perth, Scotland. Education: B.S. in finance, Drexel University.
James P. Barrow	Portfolio Manager	2011	2014
Biography	During Mr. Barrow’s 56-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973, he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow graduated from the University of South Carolina with a BS.

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