Phil is a portfolio manager for Principal Global Equities. He serves as lead portfolio manager for the firm's U.S. small-cap equity portfolios. In addition, his responsibilities include leadership of the small-cap analyst team. Phil joined the firm in 1990 and was previously in corporate acquisitions and divestitures before moving to the equity group in 2000. He received an MBA from Drake University and a bachelor's degree in economics from Kansas State University. Phil has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Brian is a portfolio manager at Principal Global Equities. Brian leads the global small-cap team which encompasses international small-cap and U.S. small-cap strategies. He serves as the lead portfolio manager for the firm's international portfolios while providing oversight to the U.S. small-cap team. Brian also leads the global small-cap team’s research and development efforts. He joined the firm in 1994 and became a portfolio manager in 2001. Brian received an MBA and a bachelor’s degree in finance from the University of Iowa. Brian has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Society of Iowa and the CFA Institute.

Emily is a portfolio manager at Principal Real Estate, the dedicated real estate unit of Principal Asset Management. She is responsible for the firm’s global listed infrastructure capability and is also a member of Principal Asset Management’s Sustainable Investment Council. Emily joined the firm in 2019. Prior to her current role, Emily served as a portfolio manager and research analyst for the listed infrastructure strategy at Franklin Templeton, where she was a member of the investment team since the strategy’s inception. At Franklin Templeton, she held primary responsibility for the research and analysis of listed infrastructure securities in Europe, Asia and Latin America in addition to global portfolio management and risk management responsibilities. Emily led the integration of ESG factors in listed infrastructure and REITs investment processes and co-led the Alternatives Sustainable Investing Platform. She also oversaw the research of private infrastructure strategy investments on behalf of institutional clients globally. Emily received a bachelor's degree in accounting from New York University and an MS degree with distinction from New York University with a concentration in global energy and environmental policy. Her master’s thesis research focused on Germany’s renewable energy transition and as part of her degree requirements she conducted sustainability-related fieldwork in the UAE, Chile, Russia, California. Emily is a Chartered Financial Analyst (CFA) Charterholder and a member of the New York Society of Security Analysts.