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Offering Solutions – Client Specific Mandates

all cap 40


A client wanted access to the Cornerstone philosophy and process, but required a specific market cap exposure with a cash overlay.

Our team worked closely with the client, identified their need, and found a solution.


We combined the Concentrated 30 and Opportunistic SMID-Cap Value (OSMCV) strategies to address the market cap exposure.

We utilized the Compass strategy reading to determine the cash level.

The result: All-Cap 40

A multi-cap value product with cash overlay.