Fundametrics® Large Cap Equity
The CornerCap investment team builds portfolios based on characteristics that have statistically outperformed over long periods of time. The investment process is a systematic approach to bottom-up, fundamental investing that ranks stocks based on alpha characteristics while identifying and avoiding stocks with excess risk. Our objective is to provide a portfolio based on bottom-up, quantifiable data without emotion and bias that is consistent and highly repeatable.
Key Statistics
| Asset Class | Large Cap Equity |
|---|---|
| Primary Index: | Russell 1000 Value Index |
| Inception Date: | 9/30/2006 |
| Investable Universe: | 900 stocks |
| Holding Range: | 100 – 175 stocks |
| Market Cap: | All stocks greater than $3 billion |
| Sector Constraint: | 40% |
| Industry Constraint: | 20% (or benchmark weight) |
| Cash Limits: | 0 – 5% |
| Vehicles: | Separate Account ACTIVE ETF |
0%
P/E DISCOUNT
0
AVERAGE YEARS EXPERIENCE
0%
DIVERSIFIED BUT ACTIVE – Active Share
| Asset Class |
|---|
| Primary Index: Russell 1000 Value Index |
| Inception Date: 9/30/2006 |
| Investable Universe: 900 stocks |
| Holding Range: 100 – 175 stocks |
| Market Cap: All stocks greater than $3 billion |
| Sector Constraint: 40% |
| Industry Constraint: 20% (or benchmark weight) |
| Cash Limits: 0 – 5% |
| Vehicles: Separate Account ACTIVE ETF |
0%
P/E DISCOUNT
0
AVERAGE YEARS EXPERIENCE
0%
DIVERSIFIED BUT ACTIVE – Active Share