Strategies/Equity Strategies
LARGE CAP CORE - Process
Benchmark: S&P 500 Index

Our large cap core process is designed to uncover superior long-term opportunities in large cap stocks:




1.  Disciplined Portfolio Construction

2.  Industry Identification & Analysis

3.  Security Selection

4.  Rigorous Ongoing Monitoring

 1.   Disciplined Portfolio Construction
   Emphasis on security selection to minimize unwarranted risk:
 
  • Sector neutral
  • Fully invested
  • Fully invested
2. Industry Identification & Analysis
Identify industries capitalizing on secular themes and confirm using market-derived technical factors:
  • Discern long-term themes driving industry growth within each sector
  • Use shorter-term earnings revision and price momentum based industry analysis to confirm positioning
3. Security Selection
Add value by conducting fundamental and quantitative analysis to identify stocks that:
  • Possess solid fundamentals, most importantly attractive and sustainable return on capital
  • Are attractively valued
4. Rigorous Ongoing Monitoring
Eliminate unnecessary risk through a carefully constructed system of checks and balances:
  • Weekly rebalancing and review
  • Risk management guidelines
  • Strict sell discipline

Printable Versions
LCC Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of The PNC Financial Services Group, Inc.

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank (NCB), which is a Member FDIC®.  NCB and Allegiant are subsidiaries of The PNC Financial Services Group, Inc.

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