The NorthCoast Concentrated Stock strategy uses proprietary stock and market exposure models to hedge downside risk and initiate tax-efficient liquidation, while diversifying concentrated account positions.
Past performance is not indicative of future results. NorthCoast Asset Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.