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Multi-Factor Small Cap Value Fund
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investment strategy / process
The PNC Multi-Factor Small Cap Value Fund seeks long-term capital appreciation by investing primarily in stocks of small cap companies with market caps matching the benchmark that are believed to be conservatively valued. Using an analytical process together with fundamental research methods to implement a “value” approach, the portfolio management team rates the performance potential of companies and buys those securities it considers to be conservatively valued relative to the securities of comparable companies. In searching for securities with lower than average valuations, the team considers, among other things, price-to-earnings and price-to-book ratios. The portfolio management team, through a focused approach, will invest in 100-140 securities.
Investment Risk
The market cap range of the benchmark frequently changes. As a result, the capitalization of companies in which the Fund invests may also change.
Investments in small capitalization companies present greater risk of loss than investments in large companies. Investments in value companies can continue to be undervalued for long periods of time and be more volatile than the stock market in general. International investments are subject to special risks not ordinarily associated with domestic investments, including currency fluctuations, economic and political change and differing accounting standards that may adversely affect portfolio securities. These risks may be heightened in emerging markets. To the extent that the Fund invests a significant portion of its assets in a particular industry, the fund's performance could depend heavily on the performance of that industry and may be more volatile than less concentrated funds. The portfolio team may choose to invest in initial public offerings (IPOs), the performance of which is unpredictable and the effect of which may not be duplicated during periods in which the Fund does not invest in IPOs.
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Portfolio Management
Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
Paul Kleinaitis, CFA
Senior Portfolio Manager, Structured Equity
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