This month marks the one-year anniversary of the launch of the Sierpinski Tactical Growth strategy, offered exclusively by NorthCoast Asset Management. The long-only strategy managed in partnership with Sierpinski Capital Management, incorporates Hedgeye’s quantamental approach to grow capital and provide downside risk management.

NorthCoast Asset Management LLC announced an agreement that provides for the launch of a new investment strategy called Sierpinski Tactical Growth. This strategy will be offered exclusively by NorthCoast and utilize Sierpinski’s quantamental approach to investing, which relies significantly on the independent investment research of Hedgeye Risk Management. Read the Press Release

The NorthCoast Concentrated Stock Plus strategy, launched in 2018, now manages more than $200 million in client assets. The approach uses proprietary stock and market exposure models along with an options overlay to enhance concentrated positions for investors.

In addition to its home office in Greenwich CT, NorthCoast now has local advisors to provide personalized services in New York, Florida, Texas and southern California.

Global Select, International Select, International Select Hedged and Emerging Market Select are the newest products joining a comprehensive set of offerings provided by NorthCoast including U.S. Sector based strategies and our dynamic income strategy. These strategies cover 99% of the investable global universe across 50+ ETFs. ETFs provide investors a liquid, transparent, and low-cost avenue to equities around the world.

For a second consecutive year, NorthCoast is recognized as a Financial Times 300 Top Registered Investment Adviser for our history, investment standards, sustainable growth, and service to our clients. Learn more.

NorthCoast launches Zero Beta, a liquid alternative solution designed to generate investment returns outside and not correlated to equities and fixed income. Learn more about Zero Beta.

iShares® by BlackRock® and NorthCoast team up to construct ETF-managed portfolios utilizing the vast universe of iShares ETFs across multiple asset classes catered to investors in any stage of life. Learn more about NorthCoast ETF solutions.

Patrick Jamin joins company founder, Brent Elam, as Co-Chief Investment Officer. In Patrick’s previous role, he was a Partner at Numeric Investors directing the effort for all European Strategies and managing Numeric’s World Fundamental Statistical Arbitrage Strategy. He brings an extensive tool set in quantitative investment management and his expertise in international markets and alternative investments is a real benefit to NorthCoast offerings.

With the global economy expanding, an opportunity presented itself in the international marketplace. In 2011, NorthCoast launches CAN SLIM® International, providing investors access to global equities utilizing the time-tested investment system.

As the market was in the midst of its historic decline, stock valuations were plummeting. In contract to tactical growth style of CAN SLIM®, NorthCoast launches its long-only deep value equity strategy, Legends Value.

2008 brought on the 2nd worst recession in our nation’s history. Many growth funds suffered historic losses. In the midst of the decline, the CAN SLIM® separate account strategy was named #1 Domestic Equity SMA by Investment News for its protection and preservation of capital during the market decline in the 4th quarter of 2008.

NorthCoast teams up with William O’Neill and the Investor’s Business Daily to become the investment arm of the CAN SLIM® Investment Program, bringing the tactical, time-tested growth strategy to individual investors. Learn more about CAN SLIM® solutions.

Dan Kraninger joins NorthCoast as President & CEO. Learn more about Dan.

Asset Allocation, NorthCoast’s flagship asset allocation strategy launches, marrying the utilization of trend following signals with a market exposure overlay. The strategy delivers on its objective by delivering growth in bull market environments while preserving capital during the market declining years of 2000-2002.

In part because of the market crash in 1987, an opportunity existed for a firm which recognized that money management was as much about avoiding punishing losses as it was with booking terrific gains. At the same time, the firm understood the value of quantitative research and rules-based management. NorthCoast Asset Management opened its doors, led by by Paul Dean, Richard Semels, and Dr. Harry Suber – each bringing more than 20 years experience to the table.

On Monday, October 19, 1987, stock markets around the world plummeted, shedding mass amounts of market value in a very short time. While the economy recovered, the market event brought investors into a new world of computerized trading, overvaluation, illiquidity, and market psychology.