Our Thoughts and Insights
Quarterly Commentary
2Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q2 2023 Performance Summary and Observations The Fundametrics® Smid
2Q 2023 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics Large Cap
2Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics International
2Q 2023 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics® Small
White Paper
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.
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.
Style Points
2023 August Style Points
Featured: US Small Cap Low Valuation > High Valuation in August
2023 July Style Points
Featured: US Large Cap Factor Trends Consistent Across Markets Low valuation and
2023 June Style Points
International Developed Small Cap Value is Balanced by Cyclicality and Risk! International Small Cap
Manager of the Decade 2023
Manager of the Decade PSN Top Guns List 3rd Year in a Row
Manager of the Decade 2021
CornerCap Institutional Awarded Manager of the Decade Designation by Informa Financial Intelligence March
The Road to Recovery, Fourth Edition: 1930 or 1942?
This series of articles is designed to help investors filter the noise in today’s
Road to Recovery, Third Edition: The Next Chapter, from a Markets Perspective
This series of articles is designed to help investors filter the noise in today’s