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Active. Data Driven. Rules-Based

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Designed Around Process

Markets evolve. Headlines change. Our approach remains consistent.

Our investment approach is built around a disciplined framework rather than subjective market forecasts. Strategies are developed and managed internally using quantitative research, risk signals, and repeatable decision-making processes designed to adapt as market conditions change.

  • Active management informed by data
  • Quantitative research and risk monitoring
  • Rules-based implementation
  • Disciplined portfolio construction
  • Ongoing oversight from senior portfolio leadership
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Investment Solutions Designed Around Advisor Needs

NorthCoast offers actively managed investment strategies across multiple portfolio objectives and implementation needs.

Dynamic Hedged Equity

Our flagship quantitative equity strategy designed to dynamically adjust market exposure based on evolving conditions.
•    20+ year history 
•    Dynamic allocation framework 
•    Data-driven stock selection 
•    Designed to manage downside risk 

Concentrated Wealth Solutions

Designed for clients with highly appreciated stock positions who want to pursue greater diversification while remaining mindful of taxes, downside risk, and long-term planning objectives.

These solutions can provide a measured path toward a more balanced portfolio when an immediate sale may be undesirable because of tax consequences, personal considerations, or trading restrictions.

Options Overlay Strategies

Designed to address specialized client needs through options-based implementation.

These solutions are designed for many scenarios, whether looking to invest with structured market participation, tax-aware diversification or provide an additional income stream.

Defined Outcome Strategies

Rather than automatically accepting the market’s full upside and downside, investors can choose a more deliberate balance between growth potential and protection.

Our defined-outcome strategies establish how much market upside the investment may capture, how much of a decline may be buffered, and the period over which those terms apply. In exchange for an intended level of downside protection, investors generally accept a limit on potential gains.

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Built Through Multiple Market Cycles

For more than three decades, NorthCoast has managed portfolios through changing economic environments and some of the most significant market events in modern financial history.

Dot-Com Bubble
2008 Global Financial Crisis
COVID Volatility
Inflation and Rate Cycles
2022 Bear Market

Outcomes are not solely determined by experience; it is the consistent application of a structured process amid evolving circumstances that leads to success

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Leadership Driving the Investment Process

"Successful portfolio management is built on disciplined process, not reactive decision making."
- Patrick Jamin, CIO, CEO

NorthCoast's senior portfolio management team combines decades of market experience with a disciplined quantitative approach to portfolio construction.

Their work spans research, portfolio oversight, risk management, and strategy development across the firm's investment platform.

Meet The Portfolio Management Team
NCAM Partners

Flexible Implementation for Your Business

Whether you manage centralized models, client portfolios, or specialized client solutions, NorthCoast strategies can integrate into your existing process.

 

•    Core allocations 
•    Satellite sleeves 
•    UMA implementation 
•    Customized model construction

 

Advisor Insights

View all Resources
Market Insights
Q3 Market Recap and Current Market Drivers
Private Wealth Management
Defined Outcome Investing: A More Deliberate Way to Take Market Risk
Private Wealth Management
Overcoming Behavioral Biases: What Studies Teach Us About Better Investing