Cornerstone Investment Partners, LLC

Cornerstone Investment Partners, LLC is an investment advisory firm based in Atlanta, Georgia, established in 2001. The firm specializes in providing portfolio management services to institutional clients, clients of other investment professionals, and registered investment company clients. Cornerstone manages over $2 billion on a discretionary basis as of December 31, 2024. The firm's investment philosophy focuses on fundamental analysis to determine value, with an emphasis on large companies' embedded characteristics and long-term profitability. Clients have the option for discretionary or non-discretionary management, with the firm providing investment discretion based on client preferences. Cornerstone's fee structure is generally based on a percentage of assets under management, with negotiable fees based on factors such as strategy, asset size, and complexity of the client's situation. The firm is a fiduciary acting in the best interests of clients, with no disciplinary events reported. Clients may direct brokerage, and the firm aims for best execution in trade execution. Quarterly reviews of managed portfolios are conducted, and clients are provided with regular reports on portfolio holdings and performance results. Cornerstone also assists with proxy voting for client securities. The firm does not require prepayment of fees exceeding $1,200 per client in advance.