INSTITUTIONAL INVESTMENT MANAGEMENT
Cornerstone seeks long term growth of capital for its clients through the opportunistic selection of stocks expected to appreciate at a faster rate than the benchmark. These stocks are evaluated based on a variety of key factors where our research identifies a "perception gap" (an underappreciated opportunity 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 US exchanges or markets.
The objective of the strategy is to generate alpha over the long term by purchasing high growth companies where our research has identified one or more perception gaps.
Institutional investors seeking professional asset managers focusing on Large Cap Growth stocks for the long term.
To have further discussion or receive additional information about our Institutional Investment Management, please contact Cornerstone Capital Management, Inc.
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Thomas G. Kamp, CFA
President, Chief Investment Officer
Joined Cornerstone in February 2006
Member of the Investment Policy Committee
Responsible for all Large Cap Growth portfolio management decisions
% of Holdings
Apple Computer, Inc.
7.71%
Johnson Controls, Inc.
4.00%
Gilead Sciences, Inc.
3.92%
ExxonMobil Corporation
3.37%
The Western Union Company
3.26%
General Mills, Inc.
3.07%
*As of 12/31/2011