STRATEGY

Cornerstone seeks long term growth of capital for its clients through the careful selection of stocks expected to appreciate at a faster rate than the benchmark. These stocks will be evaluated based on a variety of key factors and where our research identifies one or more underappreciated opportunities for growth in one or more of those key factors. Stock selection is further based on the fundamentals of revenue, earnings, cash flow and management depth and credibility. Sector allocation is a by-product of individual stock selection.

Stocks will generally be selected from those which are primarily traded on the US exchanges or markets.