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You are here: Manager factsheet

Steven Larson

Principal Global Investors (Ir
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Manager profile
Steven is a Portfolio Manager for Principal Asset Management where he specializes primarily in the management of global large-cap strategies, including responsible and thematic strategies. Steve began his career at Principal in 1992 and held several roles including co-managing international equity portfolios primarily for institutional and retirement plan clients. He also directly participated in the development of the firm’s first global equity strategy in 2002. Before rejoining Principal in 2019, Steven served as a partner and portfolio manager for international equities at Arbor Capital Management, LLC and at Winslow Capital Management (an affiliate of Nuveen/TIAA). He received an MBA in Finance from University of Minnesota’s Carlson School of Management and a Bachelor of Science degree in Business Administration with a focus in Finance from Drake University. Steven has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Total return for Steven Larson
Discrete calendar year performance : Steven Larson

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Steven Larson -0.8 17.1 9.0 -1.5 22.2 -3.5 - - - -
Peer Group Composite 4.0 14.0 1.5 -0.2 23.9 1.4 - - - -
Over / Under -4.8 3.1 7.5 -1.3 -1.7 -4.9 - - - -
Performance vs peer group composite: Steven Larson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Principal GIF Global Sustainable Equity Co-managed FO Equity - Ethical since Jul 08 2019 to present
Principal GIF Islamic Global Multi-Asset Co-managed FO Mixed Asset - Flexible since May 13 2024 to present
Principal GIF Islamic Global Responsible Equity Co-managed FO Equity - Ethical since May 13 2024 to present
Principal GIF Global Sustainable Food and Biodiversity Co-managed FO Equity - Other Specialist since Jul 03 2024 to present
Funds managed previously
Fund Periods
Principal GIF Global Sustainable Equity since Aug 01 2000 to Aug 31 2006
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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