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 February Style Points
International Small Cap Equity Valuation continues to matter in International Small Cap. Low valuation and high dividend yield continued
2023 January Style Points
U.S. Small Cap Equity January resulted in a reversal of 2022 trends. Buying what underperformed in 2022 has been
4Q 2022 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter and
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.