Strategies/Equity Strategies
LARGE CAP VALUE - Process
Benchmark: Russell 1000 Value Index

Our large cap value selection process is designed to uncover investment opportunities that possess the optimal combination of both attractive valuation and improving dynamics.

  

Prioritized Research

 

Attractive Valuation + Improving Dynamics

  

Portfolio Construction
Focus on highly scored stocks based on:
  • Valuation
  • Capital Deployment
  • Earnings Quality
  • Sentiment
  Perform extensive proprietary fundamental analysis emphasizing:
  • Minimum 25% discount to underlying intrinsic value
  • Presence of material, positive value-enhancing change agent(s)
  • Identify high probability of future out-performance
  Select most attractive stocks in actively managed portfolio:
  • Fully invested
  • Well diversified
  • Risk controlled


Printable Versions
LCV 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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