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 May Style Points
US Large Cap Equity Growth > Value and Large > Smaller High Valuation outperformed low valuation and dividend yield. Continuing
1Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q1 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 2.02% beating both
2023 April Style Points
US Large Cap Equity Size dominated the month No denying the size effect which has dominated in Large Cap so
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
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.