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Performance

 

Global Composite contains fully discretionary accounts that are typically comprised of 45-55 securities that may or may not pay dividend and are suitable for those clients with an emphasis on long-term capital appreciation and have above average risk tolerance. The MSCI World Net Index measures the performance of 1,500 companies that have global presence excluding emerging market countries. Cornerstone Investment Partners’ has constructed a universe of 1,100 large, liquid securities, including non-US companies traded on US exchanges. **Starting 2Q13 pure gross returns are presented as supplemental information as they do not reflect the deduction of any expenses, including trading costs. Cornerstone Investment Partners is an independent, privately held investment advisory firm structured as a limited liability company that is wholly owned by professionals actively involved in managing the business. The firm maintains a complete list and description of composites, which is available upon request. Results are based on fully discretionary accounts under management, including those accounts no longer with the firm. Past performance is not indicative of future results.

N.A.- Information is not statistically meaningful due to an insufficient number of portfolios in the composite for the entire year. The U.S. Dollar is the currency used to express performance. Returns are presented gross and net of management fees and include the reinvestment of all income. The composite includes both bundled fee and non-bundled fee accounts. Gross returns for non-bundled fee accounts were reduced by transaction costs and gross returns for bundled fee accounts are shown as supplemental information and have not been reduced by transaction costs. Net of fee performance for these accounts have been reduced by the entire bundled fee. Other than brokerage commissions the bundled fee includes administrative and custodial services, and in some cases the investment management fee. Some of the bundled fee accounts included pay the investment management fee separately from the bundled fee. For these accounts, net of fee performance has been reduced by both the bundled fee and the investment management fee. Net of fee performance for non-bundled fee accounts was calculated using actual management fees. The Global Composite was created on April 30, 2010. The annual composite dispersion is an asset-weighted standard deviation calculated for the accounts in the composite the entire year.  Cornerstone Investment Partners claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Cornerstone Investment Partners has been independently verified for the periods beginning September 30, 2001 thru June 30, 2019. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. The Global Composite has been examined for the periods April 30, 2010 thru December 31, 2018. The verification and performance examination reports are available upon request. Additional information regarding the policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. Submit requests to Cornerstone Investment Partners: 3438 Peachtree Rd, Suite 900. Atlanta, GA 30326; Phone: 404-751-3850; Email: marketing@cornerstone-ip.com. The general fee schedule for equity accounts is as follows: 0.75% on the first $10,000,000; 0.55% on the next $10,000,000 and 0.35% on the balance. Actual investment advisory fees incurred by clients may vary.

Global

  • Investment Strategies
  • Concentrated 30
  • Opportunistic Small Cap Value
  • Opportunistic Small-Mid Cap Value
  • Compass
  • Global
    • Description
    • Performance
    • Investment Process
  • Value 50
  • AdvisorShares Cornerstone Small Cap ETF
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