Welcome to PNC Capital Advisors, LLC

Strategies/Equity Strategies
MID CAP VALUE - Risk Management
We construct our portfolios based on our best ideas and within specific risk guidelines. Our rigorous process and long-term perspective result in a typical 2- to 3-year holding period.

Stock Selection
  • Build portfolio with 40-70 stocks
  • Russell Mid Cap range: $750 million-$15 billion
  • Trading at a discount to our estimate of intrinsic value
  • Focused on increasing intrinsic value: return on invested capital > cost of capital
  • Typical 2- to 3-year holding period
Risk Management
  • Position size
    • Limited to 5%
    • Managed based upon expected risk/reward
  • Sector
    • Limited to +/- 10% vs. RMCV
  • Fully invested: cash max of 5%
Printable Versions
MCV Factsheet

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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