Strategies/Equity Strategies
ADVANTAGE LARGE CAP CORE- Team
Experienced and credentialed management team: a belief in the process drives our thinking.
  • Experienced team with an average 22 years of industry experience
  • Credentialed team of 8 includes 5 CFA charterholders
  • Team members are experienced in their sectors and are committed to the process
  • Systematic, linear process utilizes quantitative tools and fundamental analysis
  • Team structure provides clear accountability at both security and portfolio levels
  • Senior analysts question earnings estimate assumptions used in fundamental analysis to ensure conviction
  • Lead portfolio manager makes portfolio construction decisions
  • Weekly team meetings review portfolio and contribute to accountability
  • Constant communication regarding portfolio positioning, performance and risk  
Douglas J. Roman, CFA, CMT
Managing Director
Industry Experience: 24 years
 
Ruairi G. O'Neill, CFA
Co-Portfolio Manager
Industry Experience: 16 years
 
Mark J. Batty, CFA
Co-Portfolio Manager
Industry Experience: 21 years
 
Steven C. Baumgarten
Consumer Retail
Industry Experience: 13 years
 
Paul C. Crovo
Energy, Utilities
Industry Experience: 25 years
 
William H. Gorman
Information Technology
Industry Experience: 29 years
 
Joseph J. Jordan, CFA
Cons. Staples, Media, Telecom.
Industry Experience: 31 years
 
Michael D. Rocco
Industrials
Industry Experience: 27 years
 
Printable Versions
LCC-Advantage Overview

As of September 29, 2009, PNC Capital Advisors, Inc. and its affiliate Allegiant Asset Management Company each merged into and with PNC Capital Advisors, LLC. PNC Capital Advisors, LLC is an SEC-registered investment adviser, offering an array of investment strategies. PNC Capital Advisors, LLC is a subsidiary of The PNC Financial Services Group, Inc.

PNC Capital Advisors, LLC serves as investment adviser and co-administrator to PNC Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios. PNC Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with PNC and is not a bank.

INVESTMENTS: NOT FDIC INSURED - NO BANK OR FEDERAL GOVERNMENT GUARANTEE - MAY LOSE VALUE



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