Market-like returns with lower volatility and less drawdown*
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.
Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
Systematic investment process. Talented research team. Institutional infrastructure. Extensive partnerships.
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.
The NorthCoast Advantage
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.