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About Northlake

Northlake Capital Management, LLC is a registered investment advisor offering investment advisory services to high net worth individuals and their affiliated entities. Northlake specializes in the management of equity portfolios using exchange traded funds (ETFs) and individual stocks. We build and manage conservative, balanced, or aggressive growth client portfolios depending on individual investment goals and risk tolerance. …more

What We Do

Northlake Capital Management founder Steve Birenberg has spent his entire 32 year investment management career serving high-net-worth individual investors and managing their related retirement and charitable accounts. Until the second half of the 1990s, professional investors had an edge due to good analysis and access to sources of information that weren’t widely available to individual investors. …more

Recent Media Talk Posts

Sticking with Mid Cap and Growth

Northlake’s Market Cap and Style models are sticking with the new recommendations initiated last month for mid cap and value.  Clients that use our model strategies will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000…
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4Q25 Earnings Updates:  Part Three – WMT, TMUS, HD, NXST, VICI

Walmart (WMT): Walmart’s 4Q25 wrapped up a great year for the company and the stock. The company’s underlying business remains resilient, with U.S. same-store sales up about 4.6% and overall revenue growing roughly 5.5% year-over-year, in…
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4Q25 Earnings Updates:  Part Two – GOOG, DIS, LLY, SONY

Alphabet (GOOG): GOOG reported strong 4Q25 results beating estimates on most metrics at the corporate and segment level.  Guidance commentary supported continued growth in 2026.  Getting the most attention was guidance for capital spending…

Moving to Mid Cap and Value as Technicals and Economy Align

Northlake’s Market Cap and Style models produced new signals for February reflecting recent relative strength for small cap, mid cap, and value stocks amid improved economic data in the last couple of months.  A weaker US dollar also helps…