CornerCap Institutional Awarded Manager of the Decade Designation
by Informa Financial Intelligence
March 22, 2021— CornerCap Institutional has been awarded a PSN Manager of the Decade distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
“Congratulations to CornerCap Institutional for being recognized as a PSN Manager of the Decade for its Fundametrics® Small Cap Equity strategy in the Small Cap Value universe,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
CornerCap Chief Executive Officer, J. Cannon Carr said, “We are honored to receive this designation for our Fundametrics Small Cap equity strategy. It is a testament to the vision of the CornerCap founders who developed the original Fundametrics® system and the hard work and dedication of our investment team to further develop the disciplined investment process to today and beyond.”
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
The CornerCap Fundametrics Small Cap Equity strategy was named Manager of the Decade, meaning our strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
The Fundametrics Small Cap Equity strategy has been managed by a dedicated investment team led by Jeff Moeller, Director of Research and Portfolio Manager, since 2006 and is available in both separate account and registered fund vehicles. The CornerCap Fundametrics research system is a systematic approach to fundamental investing providing repeatability and consistency in the investment approach. The key distinguishing characteristics of Fundametrics include the evaluation stocks in their correct peer groups, using an Alpha Composite for superior stock selection and the Financial Warnings Overlay that identifies and avoids stocks with excess risk, regardless of Alpha Composite rank.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.
About CornerCap Investment Counsel
Founded in 1989, CornerCap Investment Counsel is an employee-owned Registered Investment Advisor and institutional asset manager based in Atlanta, Ga. with an office in Charlotte, NC. The firm manages more than $1.3B in assets for institutions, high net worth individuals and investors in early stages of accumulating wealth. Institutional equity strategies include the Fundametrics family of strategies including Small, SMID, Large and International Small Cap Equity (Small and Large Cap strategies are available in commingled vehicles). All strategies are relative value and use the Fundametrics research system based on quantitative factors and attributes. Divisions of the company include CornerCap Institutional, CornerCap Wealth Advisors, CornerCap Group of Funds and MAP: My Accumulation Plan. For more information about CornerCap services, visit CornerCapInvestmentCounsel.com.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
Past performance is no guarantee of future results, and CornerCap strategies, like most investment strategies, involve the risk of loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable. All investors are advised to fully understand the risks associated with any kind of investing they engage in. Please call CornerCap at 404-445-5117 for copies of strategy performance disclosures.
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