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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 44% of the manager's regulatory AUM.

NORTHCOAST ASSET StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHCOAST ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CVX 3.61% Energy 10.89% 0.19% 0 27%
HPQ 3.52% Tech -2.64% -0.01% 0 13%
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FEATURED IN
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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...
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NORTHCOAST ASSET Portfolio Concentration

NORTHCOAST ASSET Location

6 GLENVILLE STREET
GREENWICH, Connecticut
UNITED STATES, 06831

NORTHCOAST ASSET Contact Information

Phone Number: 203-532-7000
Fax Number: 203-532-7014
Website:

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