How It Works
Cornerstone's investment process begins with a universe of 800 of the largest companies and screens down to a well-diversified, fully invested portfolio of our 30 most compelling ideas. The investment process doesn't stop once a stock is purchased. We continue to monitor current holdings carefully while the search for new and attractive equities is continuous. Stocks are sold when they are no longer as attractive as other candidates within our universe.
Roll over the numbers below to learn about each of the steps in our investment process.