CORNERSTONE CAPITAL Overview
Cornerstone Capital Inc. is an investment advisor that manages 657.8 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 643MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 643MM in positions, representing 98% of the manager's regulatory AUM.
CORNERSTONE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CORNERSTONE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| V | 4.7% | Tech | 21.07% | 0.05% | 0 | 27% | ||
| AJG | 4.3% | Financials | 7.98% | 0% | 0 | 13% | ||
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FEATURED IN
CORNERSTONE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bradford W. Dinsmore | President | September-1995 |
| Mason W. Ford | Vice President | April-2001 |
| Bradford W. Dinsmore | Chief Compliance Officer | September-2005 |
| Mark B. Branson | Vice President | November-2009 |
CORNERSTONE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CORNERSTONE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Cornerstone employs a capital preservation investment philosophy. The primary goal is to participate in rising markets while avoiding substantial market declines. Cornerstone conducts fundamental, technical, and cyclical analysis on all securities recommended for client accounts. The investment process incorporates researching and analyzing daily information on a macroeconomic and company specific level. Fundamental analysis combined with valuation discipline drives the decision making process of when to take investment action. Cornerstone
3
attempts to invest in fundamentally sound companies. All investments are made in the equity and fixed income securities of public, exchange-traded companies.
Individual investment decisions are based on the goals and objectives of each individual client. Cornerstone believes in proper diversification to achieve higher return with less risk. Cert...
Unlock Full Investment Process Description
Cornerstone employs a capital preservation investment philosophy. The primary goal is to participate in rising markets while avoiding substantial market declines. Cornerstone conducts fundamental, technical, and cyclical analysis on all securities recommended for client accounts. The investment process incorporates researching and analyzing daily information on a macroeconomic and company specific level. Fundamental analysis combined with valuation discipline drives the decision making process of when to take investment action. Cornerstone
3
attempts to invest in fundamentally sound companies. All investments are made in the equity and fixed income securities of public, exchange-traded companies.
Individual investment decisions are based on the goals and objectives of each individual client. Cornerstone believes in proper diversification to achieve higher return with less risk. Cert...
Unlock Full Investment Process Description
CORNERSTONE CAPITAL Portfolio Concentration
CORNERSTONE CAPITAL Location
200 HOMER AVE.
PALO ALTO, California
UNITED STATES, 94301
PALO ALTO, California
UNITED STATES, 94301
CORNERSTONE CAPITAL Contact Information
Phone Number: 650-566-9650
Fax Number: 650-566-9651
Website: http://www.pfdonline.com/
Fax Number: 650-566-9651
Website: http://www.pfdonline.com/
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