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.
1Q 2024 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter up
1Q 2024 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics® Small Cap Value strategy exceeded its benchmark, the
2024 March Style Points
Featured: U.S. Large Cap Quarter Ends on Strong Note for Value March leadership came from lower valuation factors and high
White Paper: Tax-Efficient Equity Investing
By leveraging specific investment vehicles or accounts, taxable private client and institutional investors can minimize the impact of taxes on their wealth accumulation.
CornerCap’s Review of Bank Failures
We are often asked, how do we navigate our decisions in our Fundametrics research system during rare, outlier events? This paper provides real-time insight into that question in response to the collapse of Silicon Valley Bank in March 2023.
Manager of the Decade 2023
Manager of the Decade PSN Top Guns List 3rd Year in a Row CornerCap Institutional has been awarded a