Cornercap Investment Counsel Inc.
CornerCap Investment Counsel Inc is an Atlanta-based registered investment adviser founded in 1990 and headquartered in Georgia. The firm serves high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and other institutional clients. CornerCap manages portfolios across a broad spectrum of equities, with a current employee count of 21 and reported assets under management exceeding $1.2 billion as of May 2024. They provide tailored investment advice and comprehensive portfolio management, with a strategic focus on disciplined, research-driven investing.
Investment Strategy
CornerCap Investment Counsel Inc employs a disciplined and research-based investment strategy. The firm manages diversified equity portfolios, typically combining quantitative analysis and fundamental research to identify undervalued investment opportunities. Their approach includes active management and risk controls, with a focus on generating long-term returns for both individual and institutional investors. CornerCap serves a wide variety of client types, including high net worth individuals and entities such as investment companies and charitable organizations, working to deliver consistent value and support financial goals through structured and adaptive portfolio construction.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JNJ | Johnson & Johnson | 2.21% | $4.4M | 23,983 | $143.85 | $185.42 | +$721.7K |
W WFC | Wells Fargo & Co | 1.79% | $3.6M | 42,916 | $57.22 | $83.82 | +$100.7K |
C CSCO | Cisco Systems Inc | 1.67% | $3.3M | 48,914 | $45.07 | $68.42 | -$104.2K |
C C | Citigroup Inc | 1.35% | $2.7M | 26,721 | $49.45 | $101.50 | +$399.4K |
J JPM | JPMORGAN CHASE & CO. | 1.32% | $2.6M | 8,400 | $115.78 | $315.43 | +$173.8K |