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.
2023 August Style Points
Featured: US Small Cap Low Valuation > High Valuation in August Low valuation and dividend yield outperformed
2Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q2 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 4.36%, closely
2023 July Style Points
Featured: US Large Cap Factor Trends Consistent Across Markets Low valuation and dividend yield benefiting from strong performance
White Paper: Tax-Efficient Equity Investing
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.
CornerCap’s Review of Bank Failures
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.
Manager of the Decade 2023
Manager of the Decade PSN Top Guns List 3rd Year in a Row CornerCap Institutional has been awarded a