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Cornercap Balanced Fund (CBLFX)

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CornerCap Balanced Fund historical data, for real-time data please try another search
15.270 +0.160    +1.06%
15/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 25.84M
CornerCap Balanced Fund 15.270 +0.160 +1.06%

CBLFX Overview

 
On this page you'll find an in-depth profile of Cornercap Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of CBLFX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

25.84M

Expenses

1%

Inception Date

May 27, 1997

Contact Information

Address 1355 Peachtree Street, NE, Suite 1700
Atlanta,GA 30309
United States
Phone (888) 813-8637

Top Executives

Name Title Since Until
J. Cannon Carr CIO (Chief Investment Officer) 2013 Now
Biography Cannon became Chief Executive Officer in June 2020 after thirteen years as the firm’s Chief Investment Officer. Since joining the firm in 2007, he’s led the firm’s investment committee and oversaw the firm’s investment strategies and process, stock and asset class research, and portfolio management. He also co-manages the three CornerCap mutual funds (Small Cap Value, Large Cap Value, and Balanced). Prior to joining CornerCap, Cannon was a senior equity analyst at CIBC World Markets (formerly Oppenheimer), covering IT business services (2006-07), wireless services (2001-05), and emerging telecom (1998-05). Cannon has provided commentary on CNBC, CNN, Lou Dobbs MoneyLine, and Bloomberg News. He has also been quoted in the New York Times, Wall Street Journal, Financial Times, and Fortune, among other publications. He was rated a five-star analyst by Zachs Research in 2006. Cannon has an MBA from Columbia Business School and a BA from Princeton University in Political Economy. Public service is important to Cannon. He heads the investment committee for the Wesleyan College endowment, serves as Chair of the Advisory Board for the Center for Ethics at Emory University, and is President-Elect of the Atlanta Rotary Club. He is a past Board member of the Technical College System of Georgia Foundation and also currently serves as Chair of the Georgia Tennis Foundation, among other nonprofit endeavors.
Jeffrey Pierce Moeller Director of Research 2005 Now
Biography Jeff is CornerCap's Director of Research, overseeing the day-to-day execution of Fundametrics® and research of the firm's investment products. He is a member of the investment committee and Portfolio Manager. He comanages the three CornerCap mutual funds (Small Cap Value, Large/Mid Cap Value, and Balanced). Jeff joined CornerCap in 2000 and served as the firm’s trader for three years. He returned in 2004 as a research analyst. Jeff is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He has a BS in Finance from Oklahoma State University.
Thomas E. Quinn Chief Executive Officer 1997 Now
Biography Tom is CEO of CornerCap Investment Counsel and is a member of the investment committee. He and Gene Hoots co-founded the firm, which was incorporated in 1989. Tom is also President and Treasurer of CornerCap Group of Funds. His previous positions included being Chief Investment Officer of RJR Investment Management, Inc., the investment advisory subsidiary of RJR Nabisco, and a consultant for Arthur Andersen & Co. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He is a certified public accountant and a member of the American Institute of Certified Public Accountants (AICPA). He has an MS in Industrial and Systems Engineering from Ohio University and a MBA from the University of North Carolina at Greensboro.
Douglas M. Dougherty Broker 2002 2010
Biography CornerCap Investment Counsel, 2002 - present Raymond James & Associates, Broker, 1997-2002 Weeks Capital Management, Research Analyst, 1994-1997 Georgia Pacific Corporation, Financial Analyst, 1991-1995 Georgia Pacific Corporation, Process Control Engineer, Technical Assistant, Production Superintendent, 1983-1985
D. Ray Peebles Portfolio Manager 1997 2004
Biography Peebles is a portfolio manager with CornerCap Investment Counsel. He has been with the firm for seven years. Previously, he was with Wachovia Bank of North Carolina.
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