Performance
YTD: 10.5%
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
    56%
  • Fixed Income
    25%
  • Cash
    19%
CAN SLIM® Growth & Income
Strategy Overview:

Growth & Income is a long-term growth strategy focused on capital appreciation with a secondary objective of capital preservation through income generation. The strategy combines our CAN SLIM® Investment Program (75%) with our Core Fixed Income strategy (25%). The strategy adheres to a flexible investment mandate that allows for allocation shifts that range between 0%-75% exposure to equities, with a 25% allocation to fixed income.

 

See CAN SLIM® and Core Fixed Income for more details.

Date Update
February 25, 2019

NorthCoast CAN SLIM® was among the top performers in Q4 2018 versus its peer group and recognized as a Top Guns Manager by Informa Investment Solutions' PSN.

“I’m proud of our investment team. 2018, especially the fourth quarter, was a challenging environment for many equity managers, and we’re pleased to see our flagship strategy achieve such a high honor.” - Dan Kraninger, NorthCoast President & CEO

Click the link here to read the entire press release

August 8, 2018

iShares Intermediate-Term Corporate Bond ETF completed a 2-for-1 stock split yesterday that will lower the share price but increase the total number of outstanding shares. For each share of IGIB held, investors will be receiving 1 additional share. The corporate action is being processed intraday 8/8/2018 by most custodians and will be completed by 8/9/2018. The total value of shares outstanding is not affected by the split. The ETF also went through a change of ticker effective August 1, 2018. Previously CIU, the ticker is now IGIB.

 

Click here for additional information on the corporate action. If you have any questions, feel free to contact our advisory team.

March 16, 2016

Marrying a long-term focused hedged equity strategy with a conservative fixed income blend can provide investors portfolio growth and peace of mind. Learn more about CAN SLIM: Growth & Income. 

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