Daniel R. Coleman is head of equities and portfolio manager for Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2001 and has over 31 years of industry experience. Previously, he was vice president and senior business manager for Info Space, Inc./Go2Net, Inc. Dan's background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. He received an MBA from New York University and a bachelor's degree in finance from the University of Washington.
David W. Simpson is a portfolio manager at Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2003 having been chief investment officer and managing director at Summit Capital Management. David received an MBA in finance from the University of Wisconsin and a bachelor's degree from the University of Illinois, and is a CFA charterholder.
The investment objective of the Fund is to provide income, with long-term growth in both income and capital. The Fund seeks to achieve its objective by investing primarily in dividend paying equity securities of small or mid-cap companies.
- United Kingdom