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 09/30/16. The fund's latest filing disclosed 463MM in positions, representing 70% of the manager's regulatory AUM.

CORNERSTONE CAPITAL StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CORNERSTONE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 4.13% Tech 8.31% 0.26% 0 36%
AJG 4.09% Financials 0.53% -0.71% 0 8%
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FEATURED IN
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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


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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...
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CORNERSTONE CAPITAL Portfolio Concentration

CORNERSTONE CAPITAL Location

200 HOMER AVE.
PALO ALTO, California
UNITED STATES, 94301

CORNERSTONE CAPITAL Contact Information

Phone Number: 650-566-9650
Fax Number: 650-566-9651
Website:

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