Performance
As Of: 09/30/2023
Market Exposure
Download Factsheet
Concentrated Stock

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.

Primary Objectives:

  • Hedge downside risk
  • Generate income
  • Tax-efficient liquidation
  • Diversify concentrated position
Date Update
June 15, 2020