Welcome to PNC Capital Advisors, LLC

Strategies/Equity Strategies
LARGE CAP VALUE DIVIDEND FOCUS - Risk Management
We construct portfolios to participate in market upside, and protect against the downside. If a candidate has passed the quantitative screen and fundamental analysis, then it is evaluated within the context of the overall portfolio.  
  • Portfolio construction process enables lead manager to systematically evaluate overall portfolio’s risk as well as each stock’s contribution to risk
  • Near-term factors including Time Weighted Revision (TWR) and Standard Unexpected Earnings (SUE) are used as an additional tool to optimize portfolio weights near earnings reporting season and enhance downside protection and upside capture
  • Portfolio constraints provide latitude to pursue stocks with compelling reward/risk ratios and help reinforce risk management framework
  • Up to 3% active weight for individual securities  
Sector weight constrains:
  • Index sector weight of less than 5%: 0 to 2.0x index weight
  • Index sector weight of 5% to 10%: 0.5x to 1.5x index weight
  • Index sector weight at or above 10%: 0.8 to 1.2x index weight  

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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