Cornerstone Investment Partners, LLC
Cornerstone Investment Partners, LLC is an Atlanta, GA-based investment advisory firm founded in 2001. The firm manages over $1.9 billion in assets as of 2024, serving a diverse client base including individuals (high net worth and others), pension and profit sharing plans, charitable organizations, insurance companies, and businesses. With approximately 15 employees, Cornerstone specializes in discretionary asset management, primarily for US clients. The company is known for its tailored investment strategies and institutional approach, leveraging experience and research to serve both private and institutional investors.
Investment Strategy
Cornerstone Investment Partners, LLC focuses on discretionary asset management for a wide range of clients, emphasizing high-conviction equity and balanced portfolios. The firm typically employs a fundamental, research-driven investment process aimed at identifying attractive long-term opportunities while managing risk. Their approach is grounded in disciplined portfolio construction and rigorous analysis of individual securities, seeking superior returns through stock selection rather than market timing. The firm serves individuals, pension plans, charitable organizations, and businesses, providing both traditional and customized investment solutions.
Top Holdings
Equity Positions (207)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | Broadcom Limited | 5.96% | $135.0M | 489,844 | $70.71 | $275.65 | +$57.1M |
M META | Meta Platforms, Inc. | 5.77% | $130.6M | 176,997 | $215.68 | $738.09 | +$28.1M |
G GOOGL | Alphabet Inc. Class A | 4.45% | $100.8M | 572,114 | $49.88 | $176.23 | +$11.2M |
V V | VISA Inc. | 4.22% | $95.5M | 269,045 | $236.42 | $355.05 | +$225.6K |
M MU | Micron Technology Inc | 4.21% | $95.4M | 773,768 | $77.35 | $123.25 | +$29.2M |