Welcome to CornerCap Institutional
For institutional consultants, plan sponsors and financial advisors looking for managers to fulfill a specific mandate within a broader portfolio, we offer our Fundametrics® equity strategies.
Our Guiding Principles
CornerCap is a boutique asset manager with deep institutional roots and an ingrained culture of doing what’s best for clients.
Philosophy
Minimize Bias and Emotion. Act on Measurable Fundamentals.Philosophy
Human emotion and bias detract from performance and measurable, bottom-up fundamentals provide consistent repeatable results.
Process
Fundametrics®Process
Proprietary Fundametrics® research system based on bottom-up, fundamental and quantifiable data. Consistent and repeatable application.
Strategies
Domestic and International EquityOwnership
100% Employee OwnedOwnership
Entirely owned by its employees: transparent succession plan for the next generation with founder still fully engaged.
2022 November Style Points
Monthly Highlight: U.S. Small Cap Equity Low Valuation Provided Leadership in November Low valuation was a leading style in
3Q 2022 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned -11.85%
3Q 2022 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -5.14% for the
White Paper: Improving Portfolios with Small-Cap Value
CornerCap Institutional Research on the benefits of Small-Cap Value in investor portfolios. Style matters over various economic environments. Small-cap value does better than small-cap growth in most macro regimes.