YTD: 14.8%
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
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.

Date Update
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. 

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