Fundametrics® Research Process

All of CornerCap’s equity portfolios follow the same investment philosophy and investment process based on the firm’s Fundametrics research system.  Fundametrics is a systematic approach to bottom-up, fundamental investing that identifies stocks with potential for alpha while identifying and avoiding stocks with characteristics that tend to lead to underperformance.  It is highly efficient, repeatable and consistent in its application and can be applied across market caps and geographies.

Distinguishing Characteristics and Competitive Advantage

  • CornerCap Defined Peer Groups

  • Separate Financial Warnings Test

  • Real Time Database

CornerCap’s Fundametrics Strategies

Each strategy has the same style and investment objective.  The primary difference is the targeted investable universe.

Small Cap Equity

Small Cap Equity

  • Portfolio Managers:
    • Jeff Moeller, CFA
    • Cannon Carr
  • Small Cap stocks defined by the market cap range of the Russell 2000 Index
  • Benchmark: Russell 2000 Value Index
  • Inception: 8/31/2006
SMALL CAP EQUITY

SMID Cap Equity

SMID Cap Equity

  • Portfolio Managers:
    • Jeff Moeller, CFA
    • Cannon Carr
  • SMID Cap stocks defined by the larger small caps through mid cap
  • Benchmark:  Russell 2500 Value Index
  • Inception:  12/31/2013
SMID CAP EQUITY

Large Cap Equity

Large Cap Equity

  • Portfolio Managers:
    • Jeff Moeller, CFA
    • Cannon Carr
  • Large Cap stocks defined by greater than $5 billion in market cap
  • Benchmark: Russell 1000 Value Index
  • Inception: 9/30/2006
LARGE CAP EQUITY

International Small Cap

International Small Cap

  • Portfolio Managers:
    • Joshua Tucker, CFA
    • Jeff Moeller, CFA
  • International developed market small cap stocks
  • Benchmark: FTSE Developed Small Cap ex-US
  • Inception: 12/31/2019
INTERNATIONAL SMALL CAP

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