YTD: -28.8%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 04/30/2020
Market Exposure
  • Equities
Strategy Overview:

Built from the success of the CAN SLIM® Investment Program and the demand for a fully-invested growth strategy, NorthCoast introduces Vista. Utilizing NorthCoast’s proprietary scoring system, Vista seeks stocks with “growth-at-a-reasonable-price”, a style known as GARP. The strategy is grounded in its long-term growth objective and  remains fully invested in equities throughout market cycles (providing a more strategic approach compared to the tactical cash scaling of CAN SLIM®). The program actively searches for stocks that show consistent earnings growth above broad market levels while exhibiting attractive valuations and entry points.

Primary Objective:

  • Long-Term Growth

Active Management for a Changing Market:

  • A thoroughly researched and systematic investment process rooted in common sense will outperform over time. Our research shows that markets and securities reward certain factors and punish others.
  • To capitalize on these factors, we employ a security selection model based on fundamental rationales. These rationales are confirmed by thorough quantitative analysis, are systematically implemented and complemented with extensive risk controls.
Date Update
January 1, 2019

What is your outlook for the U.S. equity market for 2019?

Our global tactical asset allocation (GTAA) model still signals a relatively bullish outlook for the U.S. equities. Strong readings in sentiment and valuation indicators outweigh weaker technicals and recent price pullbacks. 

In 2018, the U.S. economy enjoyed a banner year with real GDP annual growth rate on track to increase by close to 3%, which is the strongest gain of the nearly decade-long expansion. We believe the deficit-financed tax cuts and government spending increases will continue to help the economy grow much of next year. We also expect the labor market to continue to grow and unemployment to stay low by historical standards. 

Despite these positive signals, we do recognize some possibilities of weakness moving forward. The stimulus effect might fade and put downward pressure on the market in the longer term and diminishing labor supply might result in gradually decreasing prices. The ceasefire between the U.S. and China may indicate that the worst of the escalations are behind us. However, the trade tension remains and might contribute to equity volatility. We do expect some market volatility to continue through 2019 despite our model indicating that the odds of a near-term recession remain relatively low.

June 23, 2015

Lannet Company (LCI) has excelled in the portfolio since its original purchase on July 21, 2014. In less than a year, the stock has returned +58% in a period where the S&P500 has returned +8%. Recent activity and quarterly earnings announcement have led to increased volatility over the quarter. After a moderate correction in April and company acquisition announcements in May, the stock price has increased +13% within the last 30 days.

April 6, 2015

Small-cap and mid-cap positions played a major role in the strong start for Vista.

January 1, 2015
NorthCoast’s newest separate account offering provides a fully invested
strategy selecting stocks at a reasonable price.