Strategies/Equity Strategies
ADVANTAGE LARGE CAP GROWTH- Process
Benchmark: Russell 1000 Growth Index

Our investment process: A rules-based process focused on positive earnings surprise..


1. Multi-Factor Model 2. Fundamental Analysis 3. Portfolio Construction 4. On-Going Monitoring
 
  • Stability of earnings
  • Growth factors
  • Value factors
 
  • Above consensus proprietary earnings estimates
  • Key merits and risks
  • High/low price targets
  • Reward/risk ratios above one
 
  • Reward/risk context
  • Risk model tool
  • Tracking error
  • Sector and security constraints
  • Indicated to beat or miss tool
  • Multi-factor model run daily
  • Weekly portfolio and hodings review
  • Stocks re-evaluated as earnings are reported
  • Strict sell discipline
Printable Versions
LCG-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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