Strategies/Equity Strategies
FOCUSED EQUITY - Process
Benchmark: S&P 500 Index

A focus on our best ideas drives results. 


  Quantitative Ranking Model Analyze Key Drivers of Value Estimate
Intrinsic Value 		Construct Portfolio Sell
Discipline
 
  • Narrows universe
  • Targets companies trading at a discount
 
  • Revenue growth
  • Margins
  • Asset turns
  • Competitive advantage period
  • Discount rate
 
  • Proprietary estimates of key drivers
  • Inputs into DCF model
  • Sustainable cash generation
  • 25% discount
  • Increasing intrinsic value  
  • Best ideas
  • Typical 2-3 year holding period
  • Intrinsic value realized
  • Deterioration in fundamentals
  • Better opportunity
  • Security constraints
Printable Versions
FE 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



  Powered by a SySys® data & content management system.Click here to learn more about how SySys can automate data and provide content management solutions on your website.