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for our history, investment standards, sustainable
growth, and service to our clients.
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June 30, 2016
Since the end of the quarter, I’ve been asked many times about my thoughts on Brexit. What will happen to interest rates? The euro? Stocks? Global growth? Basically, these questions are subtitles under one central theme, “where is the risk and how do we avoid it.” With this post, I thought I would try to explain how we view risk and what it means to be tactical. Let me start with a story...Read More.
December 31, 2015
2015 was a year of digestion and indigestion. Digestion for those who experienced three straight years of outsized gains from equities, and indigestion for those...Read More.
September 30, 2015
Why is it then that people seem so surprised when the market declines 10%? We know, based on historical data, it is going to happen about once every year. Essentially the same...Read More.
June 30, 2015
Most of the major indices are hitting the reset button as we enter the 2nd half of 2015 with the S&P 500 +0.9% YTD after a -2.0% June and a flat Q2. The Dow is -1.2% YTD and the Nasdaq is +5.5% YTD. Health Care (+8.7%) and Consumer Discretionary (6.0%) stocks led ...Read More.
March 31, 2015
After a rocky start to January, equities (S&P 500) rebounded in February, and bounced around in March to end the quarter 0.8% YTD. Even though much of the headline news focused on...Read More.
June 30, 2014
Successfully adapting to change is the hallmark of any lasting company. NorthCoast, founded in 1988, counts itself among a handful of investment advisors that have been in business for over twenty-five years...Read More.
March 31, 2014
A rocky March leaves equities (S&P 500) under +2% for Q1 and YTD 2014. After three months of action the market continues to grind along at a slow albeit positive pace....Read More.
May 6, 2013
NorthCoast Asset Management, LLC and Investor's Business Daily (IBD) today announced a licensing agreement that will provide for the launch of new separate account offerings called the NorthCoast Retirement Portfolios....Read More. Read the IBD Report.