Strategies/Equity Strategies
MID CAP VALUE - Team
Focused management team designed to leverage resources and capitalize on expertise:
  • Sector focus, divided by old economy and new economy stocks, leverages team members' expertise
  • Quantitative research narrows universe
  • Street research is used to understand market's current expectations
  • Dedicated trader provides market intelligence and best execution
  • Centralized resources enable team to focus on managing assets 
Michael E. Santelli, CFA, CPA
Managing Director, Mid Cap Value & Focused Equity
Industry Experience: 18 years
 
Alex L. Vallecillo, CFA
Senior Portfolio Manager, Mid Cap Value & Focused Equity
Industry Experience: 14 years
 
Paul W. Hayes, CFA
Senior Analyst, Mid Cap Value & Focused Equity
Industry Experience: 9 years
 
Rebecca L. Berridge
Equity Securities Trader
Industry Experience: 11 years
 
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MCV 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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