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Manager factsheet
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Manager profile
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.
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Annualised total return over 6 years |
+8.7% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Bill Nolin |
6.9 |
39.0 |
62.4 |
- |
- |
Peer Group Composite
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10.1 |
37.1 |
79.9 |
- |
- |
Over / Under |
-3.2 |
1.9 |
-17.5 |
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- |
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Total return for Bill Nolin
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Discrete calendar year performance : Bill Nolin
Funds currently managed
Fund |
Sole/Co-managed |
Sector |
Periods |
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Principal GIF U.S. Equity |
Co-managed |
FO Equity - USA |
since Aug 15 2019 to present |
Funds managed previously
Fund |
Periods |
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No previously managed funds |
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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