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Jeff Schwarte

Jeff Schwarte

Jeff Schwarte is a portfolio manager at Principal Global Equities. He serves as a portfolio manager for US large-cap and mid- cap strategies. Jeff co-leads and is an active contributor to the firm's global research and development team, responsible for model development and testing, proprietary technologies, risk management analytics and systematic strategies. He joined the equities group in 2000 as an analyst, and named a portfolio manager in 2001. He has been with Principal since 1993, holding various positions with the firm such as investment accountant and auditor. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the Chartered Financial Analyst designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute.

Citywire Rating: Not Rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Principal LargeCap Value Fund;R-5 35.0 % 9.8 -7.8 %
Principal SystematEx Large Value Fund;R-6 14.0 % 9.3 -6.5 %

League Table - Rank 55/132 (2nd quartile)

rank Manager Return
53 James P. Stetler 53. James P. Stetler 42.5%
54 Joseph Huber 54. Joseph Huber 42.3%
55 Jeff Schwarte 55. Jeff Schwarte 42.0%
56 Brett P. Hawkins 56. Brett P. Hawkins 41.9%
56 S. Preston Dillard 56. S. Preston Dillard 41.9%
56 G. Gary Garland 56. G. Gary Garland 41.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -2.4% -0.1%
2017 15.2% 2.8% 1.3% 4.3% 6.1%
2016 14.9% 1.6% 3.4% 2.4% 6.8%
2015 -1.7% -0.2% 0.1% -6.6% 5.5%
2014 11.0% 3.6% 3.5% -0.7% 4.4%
2013 9.6%

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