Strategies/Equity Strategies
SMALL CAP CORE - Process
Benchmark: Russell 2000 Index

Quantitative and fundamental analysis focused on cash flow.


 1. Identify
ideas		 2. Analyze the factors affecting future cash flow 3. Forecast cash flow drivers 4. Construct Portfolio
 
  • Market cap ($100 million - $3 billion)
  • Average daily trading $750,000
  • Increasing cash flow or >20% upside potential
  • Turnaround events
  • Historical accuracy
  
  • Management strength and commitment
  • Financial strength
  • Market position
  • Industry outlook
  • Cash utilization
  
  • Sales
  • Margins
  • Asset utilization
  • Fade rate
  • Discount rate
  • Target price
  • >20% upside potential
  • Fully invested
  • Single security <5%
  • Sector weighting: max +10%
Printable Versions
SCC 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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