Performance
YTD: 12.7%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 06/30/2019
Market Exposure
  • Equities
    75%
  • Cash
    25%
Tax-Managed
Strategy Overview:

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.

Date Update
June 1, 2018

Wyndham Destinations, Inc. (WYND), formerly Wyndham Worldwide Corp, completed a one-to-one spinoff of Wyndham Hotels & Resorts (WH). This spinoff will most likely be completed by Monday, 6/4. In the meantime, account balances of some NorthCoast client accounts may appear lower until the new shares of WH hit the accounts. Once they do, account balances will be corrected and accurate.

 

For further information please click HERE and, as always, please feel free to contact our team. 

June 1, 2014

NorthCoast has evolved as a result of investor demand and expanded its separate account offerings and now offers a tax-efficient tactical equity portfolio. 

• Majority of gains are long-term vs. short-term -- with a target of 80% long-term / 20% short-term

• Management increases holding periods and reduces profit taking trades to lower strategy turnover

• Year-end tax harvesting implemented in attempt to off-set gains

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