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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.

 

Opportunistic Small-Mid Cap Value

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