Strategies/Equity Strategies
FOCUSED EQUITY - Risk Management
We construct our focused portfolio based on our best ideas. Our rigorous process and long-term perspective results in a typical 2-3 year holding period.
  • Opportunistic market cap $1 billion and up
  • Focused portfolio of 15-25 stocks
  • Maximum individual position limited to 15%
  • No sector constraints
  • Cash: Maximum 10%/Average 5%
  • Rigorous sell discipline

 
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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



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