MUTUAL FUNDS

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.
 
Who Should Invest?
Long-term investors seeking income and capital appreciation from their investment as they strive to achieve positive results and diversify their own personal wealth.
 
How to Invest
Always read the prospectus, which contains important information about the Fund, before investing. You may download the prospectus from our Mutual Funds web site or contact Cornerstone Capital Management, Inc. to request an investment kit. After reading the prospectus, new shareholders may invest after submitting an application.
Portfolio ManagerDetail

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