Strategies to Help Meet Your Goals
NorthCoast offers a suite of strategies designed to meet the goals and objectives of the investor at any stage of the investment cycle. From income to growth or alternative solutions, our dedicated advisory team will work together to construct a portfolio that’s right for you. Our investment solutions can be divided into five categories covering the spectrum of investment styles: Tactical, Growth, Income, Core, and Alternative.
Also known as “Risk-Adjusted Growth,” NorthCoast’s tactical growth strategies are designed with a dual objective of capital appreciation and downside protection. These strategies aim to accomplish these objectives by first analyzing existing risk then determining the desired asset allocation and security selection.
NorthCoast Growth is a tactical, long-term growth strategy focused on capital appreciation with a secondary objective of downside protection.
The strategy invests in leading growth stocks during favorable equity environments and scales to cash to preserve gains when bear market risk is high.
The strategy adheres to a flexible investment mandate that allows for allocation shifts that range between 0%-100% exposure to equities. Positions are managed (purchased and liquidated) through a proprietary stock scoring system designed to build a comprehensive growth portfolio.
A stock management process derived from researching the top-performing stocks in history and identifying 7 (C-A-N-S-L-I-M) characteristics that each stock shared prior to significant price gains.
Partnering with Investor’s Business Daily, NorthCoast constructs private portfolios that are personally catered to clients based on their needs and objectives using enhanced CAN SLIM® investing techniques. NorthCoast will combine the CAN SLIM® techniques, which have proven valuable over the last half-century, with upgraded private client services, such as tax management, risk adjustment and portfolio hedging.
Over the past decade, NorthCoast has expanded its separate account offerings utilizing the CAN SLIM® investment system. We offer solutions catering to clients seeking international exposure, tax-efficiency, faith-based considerations, or a conservative complement for investors with shorter investing time horizons. CAN SLIM® is a registered trademark of O’Neil Capital Management Inc.
Learn more about the NorthCoast CAN SLIM® investing strategies
Tax-Managed is a long-term tactical growth strategy focused on capital appreciation with a mandate to reduce the impact of tax consequences. The strategy invests in leading growth stocks during favorable equity environments and scales to cash to preserve gains when bear market risk is high. The strategy adheres to a flexible investment mandate that allows for allocation shifts that range between 0%-100% exposure to equities. Positions are managed (purchased and liquidated) through a proprietary stock scoring system with tax considerations designed to build a comprehensive growth portfolio.
Tactical Growth is a fully tactical investment strategy designed to generate long-term growth. The strategy invests in a diversified basket of global ETFs across the asset class spectrum using global equities, global bonds, real estate, alternative investments, and cash equivalents. The primary objective is long-term capital appreciation with secondary objective of capital preservation.
President & CEO Dan Kraninger discusses the challenges of today’s marketplace and solutions that aim to deliver quality investment products in an ever-changing market environment:
U.S. Sector Select Hedged is a fully tactical investment strategy designed to generate long-term growth with downside risk protection. The strategy utilizes a proprietary scoring and selection process to actively allocate across U.S. sector ETFs. The strategy invests in sectors with higher risk-adjusted return potential and reduces or eliminates exposure to sectors with lower risk-adjusted return potential while applying defensive cash scaling risk controls designed to reduce volatility and mitigate significant loss.
Sierpinski Tactical Growth is a core portfolio diversifier built to grow capital and provide downside risk protection. This strategy is offered exclusively by NorthCoast and utilizes Sierpinski’s quantamental approach to investing, which relies significantly on the independent investment research of Hedgeye Risk Management.
NorthCoast’s growth strategies, also known as “upside capture” investment strategies, are solutions that seek to generate portfolio growth and return greater than the respective market benchmark.
Global Select is an actively managed investment strategy designed to generate long-term growth. The strategy utilizes a proprietary scoring and selection process to actively allocate across global country ETFs. The strategy invests in countries with higher risk-adjusted return potential and reduces or eliminates exposure to countries with lower risk-adjusted return potential.
U.S. Sector Select is an actively managed investment strategy designed to generate long-term growth. The strategy utilizes a proprietary scoring and selection process to actively allocate across U.S. sector ETFs. The strategy invests in sectors with higher risk-adjusted return potential and reduces or eliminates exposure to sectors with lower risk-adjusted return potential.
NorthCoast All-Cap Growth is an all-cap, long-term growth strategy focused on capital appreciation. The strategy invests in leading growth stocks and is a fully invested strategy with 100% exposure to equities. Positions are managed through a proprietary stock scoring system designed to build a comprehensive growth portfolio.
Blue Chip is a long-term growth strategy focused on capital appreciation. In combination with a proprietary stock-scoring system, the strategy seeks stocks traditionally known as “blue-chips”. Blue chip companies are typically large, commonly known, financially sound, and have operated for many years. They tend to meet an economic need, boast a strong competitive advantage and have a long history of profitability
Legends Value is a strategic long-term value strategy focused on capital appreciation. The strategy aims to maintain a full investment in equity securities. The program is derived from the investment philosophies of three of the top professional money managers in history, Benjamin Graham, John Neff, and Joel Greenblatt and coupled with a proprietary stock scoring system designed to build a comprehensive value portfolio.
NorthCoast’s income strategies are designed to generate yield and return through traditional and non-traditional income sources.
Tactical Income is a fully tactical investment strategy designed to produce income while managing principal risk. The strategy invests in a diversified basket of global ETFs across the income spectrum using U.S. bonds, international bonds, corporate bonds, mortgages, and U.S. and international dividend equities. The strategy seeks a target yield of inflation +2-3%, protection against rising interest rates & inflation with real assets, potential for appreciation through growth assets, and downside protection through a tactical allocation to yield sources with diversification benefits.
Learn more about the investment details of Tactical Income in this video:
Core Fixed Income is a long-term income generation strategy focused on capital preservation by managing principal risk. Core Fixed Income invests in a diversified basket of global ETFs across the income spectrum using U.S. bonds, global bonds, corporate bonds, mortgages, and other asset classes. The portfolio seeks to produce long-term returns above the bond aggregate market index.
NorthCoast Dogs of the Dow is an income strategy based on Michael O’Higgins’ popular book, Beating the Dow. This strategy is grounded in the conventional wisdom that blue-chip companies will maintain a consistent dividend strategy that is independent of trading conditions. Though “Dog” stocks are often experiencing negative headlines, the strategy benefits by investing during times of stress with the expectation that things will improve over time and investors will collect dividends that soften negative price action along the way.
NorthCoast’s core strategies aim to serve as the “core” or majority of an investor’s portfolio. They are designed and constructed with the multi-purpose of capital appreciation, income generation and capital preservation through a variety of asset classes.
Diversified Core is a moderately tactical investment strategy designed to produce a balanced approach to growth and income. The strategy invests in a diversified basket of global ETFs (global equities, global bonds, real estate, alternative investments, and cash equivalents) with a balanced objective of capital appreciation and income generation.
Diversified Growth is a moderately tactical investment strategy designed to produce long-term capital appreciation. The strategy invests in a diversified basket of global ETFs (global equities, global bonds, real estate, alternative investments, and cash equivalents) with a primary objective of capital appreciation and secondary objective of income generation.
NorthCoast’s alternative strategies aim to generate return that is generally uncorrelated to the equity and fixed income markets.
The NorthCoast Concentrated Stock Triple Play strategy uses proprietary stock and market exposure models to hedge downside risk and initiate tax-efficient liquidation, while diversifying concentrated account positions.
NorthCoast Defined Outcome strategies seek to define portfolio exposure to the market, allowing investors to stay engaged on the upside while helping protect from downside risk. These strategies are customizable to investor priorities, providing either full upside participation and/or limited downside exposure. Features include full transparency, daily liquidity and tax-efficient execution.
