Launch Letter To Clients

Launch Letter To Clients

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We are pleased to announce the launch of our new firm, Cornerstone Macro LP, dedicated solely to the core pillars of macro research: economics, policy & strategy.  All of us at Cornerstone believe that understanding macro forces is a key building block of a successful investment process.  We look forward to working with you as we begin this exciting new chapter.

Nancy, with her forward-looking and detail-oriented research, will lead our economics team.  Andy and Roberto, who will lead the policy team, bring extensive congressional and central bank experience to the firm.  François spearheads the firm’s portfolio strategy efforts with his unique business-cycle approach to investing.  All of the partners have had the honor of ranking at or near the top of Institutional Investor’s All-American Research Team in their respective categories for much of the past decade.  Our research team is complemented by a salesforce with deep macro experience, focused on helping you apply our research to navigate today’s challenging markets.

We wanted to take this opportunity to thank you for your support.  We are excited to explore with you new avenues to strengthen our relationship and to help you leverage the array of resources now available under the Cornerstone Macro umbrella.

We will be reaching out to you in the weeks ahead to learn how we can best serve your investment needs.  In the interim, we will be holding our first conference call on Thursday, May 2nd, at 10:30 AM EDT (details to follow).

Sincerely,

Nancy Lazar, Andy Laperriere, Roberto Perli and François Trahan