Founded in 1988, NorthCoast Asset Management is a registered investment advisor that specializes in quantitative research and risk-managed equity strategies. An established leader in the field of tactical investment management, NorthCoast is continually innovating solutions designed to participate in growth markets and preserve capital during bear market cycles.
Our experienced management team, long-term portfolio performance, and premier partnerships make NorthCoast a preferred choice for institutions seeking growth-oriented solutions with downside risk protection.
Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
At NorthCoast, successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional investor relations. We utilize a four-step process designed to deliver long-term risk-adjusted performance.
Market Outlook – Proprietary market outlook determined by 40+ signals across four dimensions identifies opportunities and risks to determine optimal exposure and leverage.
Security Selection – Rigorous research shows securities exhibit common characteristics before gains. Seek securities with superior risk-adjusted potential.
Portfolio Construction – Dynamic optimizer properly maintains risk-adjusted portfolio daily.
Risk Management – A continuous, multi-dimensional process administered throughout the investment cycle.
For more information on our institutional services, please contact Brian Moonan ([email protected]) or calling 203.900.8807.