
We Believe...
Investment professionals should invest alongside their clients
How It Works
Cornerstone’s investment process focuses on stocks with market capitalizations between $250 million and $7 billion and at time of purchase and then screens down to a well-diversified, fully invested portfolio of our 70-80 most compelling opportunities. The investment process doesn't stop once a stock is purchased. The Team continues to monitor current holdings carefully through a discrete manufacturing process, 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 or fundamental deterioration diminishes a company’s risk/reward profile.
Roll over the numbers below to learn about each of the steps in our investment process.