Northcoast Asset Management

At NorthCoast Asset Management, we believe that a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time. Our research shows that markets and securities reward certain factors and punish others. To capitalize on these factors, we employ a market exposure model and a security selection model based on fundamental rationales. These rationales are confirmed by thorough quantitative analysis, then systematically implemented and complemented with extensive risk controls.

Our Investment Solutions

We offer a range of investment solutions designed to meet the broad wealth management goals of clients in any stage of investing. Each of our investment strategies is constructed to be different, tailored to the specific needs of our clients. Our solutions are built on a foundation of data-driven research and analysis, ensuring that our investments are grounded in a deep understanding of the markets and the companies we invest in.

Disciplined Decision-Making

At NorthCoast Asset Management, we believe that discipline and data are essential components of a successful investment strategy. Our portfolio managers validate the model outputs daily and traders implement the strategy efficiently, ensuring that our investments are always aligned with our clients' goals. To maintain, refine, and enhance our competitive edge, we remain committed to a continuous and comprehensive research effort.

Meet Our Team

We are proud to have a team of experienced professionals who are dedicated to delivering exceptional results for our clients. Our team is comprised of seasoned investment professionals with years of experience in the financial industry. Our team members have a combined total of decades of experience in investment management, research, and trading.

Patrick Jamin, President and Chief Investment Officer

Patrick Jamin is the President and Chief Investment Officer of NorthCoast Asset Management. He is responsible for overseeing all investment activity, including portfolio management and investment research. Prior to joining NorthCoast, Patrick worked as a Partner at Numeric Investors, where he directed the effort for all European Strategies and managed the World Fundamental Statistical Arbitrage Strategy.

Mike Brescia, Senior Vice President - Advisory and Institutional Division

Mike Brescia is the Senior Vice President of Advisory and Institutional Division at NorthCoast Asset Management. In his role, he oversees the sales, marketing, and client management of NorthCoast's strategies to the growing client base of National and Regional Wealth Management Firms, RIAs, and Family Offices.

Jennifer Buck, Senior Vice President - Marketing

Jennifer Buck is the Senior Vice President and Head of Marketing at NorthCoast Asset Management. She oversees marketing and communication strategies and works to strengthen NorthCoast's market position and achieve key business goals.

Megan Hall, Senior Vice President - Operations & Compliance

Megan Hall is the Senior Vice President of Operations & Compliance at NorthCoast Asset Management. In her role, she oversees the department responsible for executing all stock and futures trades, as well as monitoring overnight stop orders in European and Far East markets.