Our Thoughts and Insights
Quarterly Commentary
1Q 2024 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics Large Cap
1Q 2024 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics® Small Cap
4Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics
4Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q4 2023 Performance Summary and Observations The Fundametrics® Smid Cap
White Paper
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.
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
2024 March Style Points
Featured: U.S. Large Cap Quarter Ends on Strong Note for Value March leadership came
2024 February Style Points
Featured: International Developed Small Cap Similar trends from the previous month Like January, higher
2024 January Style Points
Featured: US Small Cap Reversal from December Trends Higher quality and strong price momentum
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