In both his academic and professional careers, Josh has cultivated a deep expertise in investment research, including areas of individual stock analysis and macroeconomics. On behalf of CornerCap clients, he leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual fund. While Josh’s research findings are applied across the broad range of CornerCap portfolios, he specializes in the CornerCap Small Cap mutual fund in which many clients are invested.
Education and Accreditation
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one
When you let people know that you’re expecting a baby, the first thing they always say is “Congrats!” This is often followed by, “Will you
At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
As we emerge from the pandemic and navigate its aftermath, including rising inflation, a potentially slowing economy, and volatile markets, it’s helpful to remember how
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
