Focused on Capital Appreciation with Downside Risk Protection.
The NorthCoast tactical strategies invest in leading growth stocks in favorable market environments, scaling to cash to preserve gains when unfavorable market risk is high.
An approach based on our belief that disciplined, data-driven investing outperforms intuition over time.
Managed through a combination of CAN SLIM® investment program guidelines and a proprietary stock scoring system designed to build a comprehensive growth portfolio.
NorthCoast manages a wide range of tactical investment strategies, each with specific focus: CAN SLIM®, CAN SLIM® International, CAN SLIM® Tax-Managed, NorthCoast Growth, Tactical Growth (managed ETF strategy), and faith-based strategies.
Utilizing comprehensive data sets we discover, interpret and leverage valuable patterns and trends, implementing a market exposure model that utilizes over 40 signals to identify optimal market exposure in changing environments.
Determining equity exposure leads to investment in leading growth stocks in favorable market environments, scaling to cash to preserve gains when bear market risk is high.
The information contained herein has been prepared by NorthCoast Asset Management LLC (“NorthCoast”) on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. NorthCoast has not sought to independently verify information obtained from public and third party sources and makes no representations or warranties as to accuracy, completeness or reliability of such information. All opinions and views constitute judgments as of the date of writing without regard to the date on which the reader may receive or access the information, and are subject to change at any time without notice and with no obligation to update. This material is for informational and illustrative purposes only and is intended solely for the information of those to whom it is distributed by NorthCoast. No part of this material may be reproduced or retransmitted in any manner without the prior written permission of NorthCoast. NorthCoast does not represent, warrant or guarantee that this information is suitable for any investment purpose and it should not be used as a basis for investment decisions. © 2020 NorthCoast Asset Management.
PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS.
This material should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or investment products or to adopt any investment strategy. The reader should not assume that any investments in companies, securities, sectors, strategies and/or markets identified or described herein were or will be profitable and no representation is made that any investor will or is likely to achieve results comparable to those shown or will make any profit or will be able to avoid incurring substantial losses. Downside protection is not a guarantee against losses. Performance differences for certain investors may occur due to various factors, including timing of investment. Investment return will fluctuate and may be volatile, especially over short time horizons.
INVESTING ENTAILS RISKS, INCLUDING POSSIBLE LOSS OF SOME OR ALL OF THE INVESTOR’S PRINCIPAL.
The investment views and market opinions/analyses expressed herein may not reflect those of NorthCoast as a whole and different views may be expressed based on different investment styles, objectives, views or philosophies. To the extent that these materials contain statements about the future, such statements are forward looking and subject to a number of risks and uncertainties.
Advisory services are offered by NorthCoast (“Advisor”), an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training.
The CAN SLIM® investment program 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 combination of CAN SLIM® guidelines and a proprietary stock scoring system designed to build a comprehensive growth portfolio. CAN SLIM® is a registered trademark of O’Neil Capital Management Inc.