PCA

Our focus is

purely on
the data.

In evaluating investment opportunities in the financial markets, one of the biggest challenges is sifting through all the clutter. Our investment discipline focuses on earnings data to aim for stable, consistent growth.

A strategy employed for decades. Now with a modern twist.

When Brian Foley (father to one founder and uncle to the other) created our investment discipline in 1975, he evaluated equity securities the hard way: with pen, paper and a stack of over 300 earnings reports. Now our investment discipline leverages technology to analyze a significantly larger universe of potential U.S.-listed equity securities (currently over 12,000). Only the securities of those companies with our required earnings characteristics are eligible – regardless of Wall Street hype. The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.

The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.

As investors, we all have biases... companies or industries we like or don't like, or our own predictions about the future. Podesta's goal is to take those biases out of the equation and focus on data. That's all that matters.

Christopher M. Burke
President & Co-Founder
Podesta Capital Advisors

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Our proprietary investment discipline is reshaping the landscape of portfolio selection and management. Reach out to learn more.

Disclaimer

Advisory Services offered through Podesta Capital Advisors, LLC., an Illinois registered investment adviser. For information pertaining to the registration status of PCA, please contact PCA or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Be sure to consult with a PCA adviser and/or a tax professional before implementing any strategy discussed herein.

Our Legacy

Investing is our family tradition. Ever since our grandfather got his first job on Wall Street, financial management has been our driving passion. Now as third-generation money managers, we fuse the lessons of the past with modern technology.

Our Core Philosophy

Above all, we seek positive returns with an acceptable amount of risk. We take the long view on investing and focus on the company performance behind the equity securities we buy — never wavering based on novelty or short-term trends.

Originated by
a force in finance

Our grandfather, Robert A. Podesta, was a titan of investing. After attending night school at Northwestern in the 1940s, he forced his way into the financial industry, founding and leading Cruttenden, Podesta & Co. and The Chicago Corporation. He then served on the board of governors for the American Stock Exchange. In the 1970s he led the Economic Development Administration and served as Assistant Secretary of Commerce. His insights on the underlying value of companies formed the basis of his own investment philosophy—an approach that lives on today at Podesta Capital Advisors.

In the 1970s he led the Economic Development Administration and served as Assistant Secretary of Commerce. His insights on the underlying value of companies formed the basis of his own investment philosophy—an approach that lives on today at Podesta Capital Advisors.

We’ve learned from history and look toward the future: stay objective, rely on data and use technology as your secret weapon.

Robert A. Foley
Chief Investment Officer & Co-Founder
Podesta Capital Advisors

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The Team

Christopher M. Burke
President & Co-Founder

Chris leads the business development and management of Podesta Capital Advisors. After tenures at Morgan Stanley, RBS and J.P. Morgan, he brings deep knowledge of financial markets. Chris is passionate about finding emerging technologies to further augment the Podesta investment philosophy.

Education:
University of Notre Dame: BA,
Economics and Computer Applications
University of Chicago - Graduate School of Business: MBA, Accounting and Finance

Robert A. Foley
Chief Investment Officer & Co-Founder

Bob is a capital markets expert with decades of experience in implementing algorithmic, discretionary, and arbitrage strategies on all major global exchanges. He has held leadership roles in trading and risk management at global banks, hedge funds, proprietary trading firms and now spearheads Podesta Capital Advisors' stock analysis and investment modeling.

Education:
University of Notre Dame: BBA, Finance

Contact

312-899-0133

info@podestacapital.com

208 South LaSalle Street
Suite 1460
Chicago, IL 60604

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Our Approach

Using our proprietary investment discipline, we analyze the earnings of over 12,000 companies to determine which companies meet the required criteria for investment. We ignore the latest financial headlines and simply focus on the data.

Guiding Principles

Discipline

We assess a finite set of data — examining quarterly earnings reports and employing the same quantitative analysis used for over 40 years.

Objectivity

We disregard opinion and focus on facts, with a belief that stable and upward-sloping earnings create value in a company's stock price.

Stability

Our approach aims for more stable returns and risk profiles than industry benchmarks or mere indexing. When compared to the broader equity market, our goal is not only superior returns, but superior risk-adjusted returns.

Technology

OF THE OVER

12,000 EQUITY

SECURITIES

LESS THAN

2 5%

HAVE MET

OUR CRITERIA

HISTORICALLY

OF THE OVER

12,000 EQUITY SECURITIES

LESS THAN 2.5%

HAVE MET OUR CRITERIA HISTORICALLY

How it Works

As Podesta Capital Advisors evaluates over 12,000 companies currently with U.S.-listed securities, we apply a proprietary investment discipline to each company’s current earnings, as well as its past earnings and earnings growth. Our discipline determines which equity securities to buy and which to sell, with the underlying belief that stable and increasing earnings will result in price appreciation and dividend potential over the long term.

Our discipline determines which equity securities to buy and which to sell, with the underlying belief that stable and increasing earnings will result in price appreciation and dividend potential over the long term..

How it Evolves

While our discipline was originally developed with manual spreadsheets, slide rules and DOS processing, Podesta Capital Advisors now has advanced cloud computing.We constantly refine our approach by leveraging new technology and principal component analysis to improve our equity security selection.

We constantly refine our approach by leveraging new technology and emerging innovations to improve our equity security selection.

With this proprietary investment discipline, we have the chance to do what few have done before: harness the power of technology and financial intelligence for the benefit of all investors.