NORTHCOAST ASSET Overview
Northcoast Asset Management Llc is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 30 employees, of which 20 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 70% of the manager's regulatory AUM.
NORTHCOAST ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHCOAST ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 6.32% | ETF | 8.61% | -0.01% | 0 | 10% | ||
| AAPL | 5.5% | Tech | 0.85% | -0.25% | 0 | 36% | ||
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FEATURED IN
NORTHCOAST ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul E. Dean | Chairman | April-2004 |
| Daniel J. Kraninger | Chief Executive Officer & President | June-2004 |
| Mark C. Dean | Managing Director - Finance | June-2004 |
| John M. Wildern | Managing Director - Sales | November-2007 |
| Patrick J. Jamin | Chief Investment Officer | January-2012 |
| Joseph C. Iraci | Counsel & Chief Compliance Officer | January-2014 |
NORTHCOAST ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
NORTHCOAST ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
NorthCoast Asset Management specializes in quantitative analysis and systematic investing. In January
2006, NorthCoast and Investor's Business Daily Inc. (IBD®) signed an exclusive licensing agreement to provide educated investors with a private investment service dedicated to CAN SLIM® growth stock investing. As a result of this contract NorthCoast thoroughly analyzes IBD®'s rankings and ratings of securities. Our focus was to develop a reliable quantitative approach that would embrace the IBD® methodology in as many aspects as possible. Primarily, NorthCoast mathematically derives which of IBD®'s stock rankings and ratings may lead to future performance then builds portfolios based on these factors to bring the benefits to individual investors.
As background, William J. O’Neil studied the traits of the most explosive stocks over the past 50 years, and uncovered 7 characteristic...
Unlock Full Investment Process Description
NorthCoast Asset Management specializes in quantitative analysis and systematic investing. In January
2006, NorthCoast and Investor's Business Daily Inc. (IBD®) signed an exclusive licensing agreement to provide educated investors with a private investment service dedicated to CAN SLIM® growth stock investing. As a result of this contract NorthCoast thoroughly analyzes IBD®'s rankings and ratings of securities. Our focus was to develop a reliable quantitative approach that would embrace the IBD® methodology in as many aspects as possible. Primarily, NorthCoast mathematically derives which of IBD®'s stock rankings and ratings may lead to future performance then builds portfolios based on these factors to bring the benefits to individual investors.
As background, William J. O’Neil studied the traits of the most explosive stocks over the past 50 years, and uncovered 7 characteristic...
Unlock Full Investment Process Description
NORTHCOAST ASSET Portfolio Concentration
NORTHCOAST ASSET Location
6 GLENVILLE STREET
GREENWICH, Connecticut
UNITED STATES, 06831
GREENWICH, Connecticut
UNITED STATES, 06831
NORTHCOAST ASSET Contact Information
Phone Number: 203-532-7000
Fax Number: 203-532-7014
Website: http://www.northcoastam.com
Fax Number: 203-532-7014
Website: http://www.northcoastam.com
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