Thought Papers

September 2024: Our Approach to Evaluating Corporate Management Teams

May 2024: Identifying Mispriced Stocks as a Relative Value Manager

March 2023: Just Below the Surface: Cornerstone's Proprietary Approach to Analyzing Bank Stocks

October 2024: How is Your Investment Manager Winning?

March 2024: Is Passive Large Cap Value Damaging Performance Relative to Peers?

December 2023: Is Passive Small Cap Core Damaging Performance Relative to Peers?

August 2023: Comparing Apples to Apples: Using Information Ratio in Small Cap to Identify Manager Skill

March 2023 :Value & Active's Excellent Opportunity

December 2021: Why Active Value Now

July 2020: A Generational Opportunity for Active Value Investors

November 2019: Generational Opportunity for Active Value-Oriented Strategies

September 2019: Active vs Passive - The Age Old Debate

Note: We share our quarterly large cap and small cap investment commentaries here.

June 2023: Suffering from Bad Breadth?

January 2021: A Trader’s Perspective: Short Selling, Reddit, Robinhood and Recent Volatility in the Market

November 2020: The Cases For And Against Future Inflation During The COVID Economy