Cornerstone Strategic Investment Fund (NYSEAMERICAN:CLM) is a closed-end management investment company that seeks to provide total return with a focus on current income. Established in 2008, the fund pursues an active investment approach across a diversified portfolio of debt and equity securities. By blending traditional credit instruments with opportunistic equity positions, the fund aims to balance yield generation with capital appreciation over market cycles. Headquartered in Dallas, the fund leverages a dedicated investment team to identify and capitalize on undervalued opportunities within the public and private markets.
The fund’s core strategy centers on investments in senior secured loans, high-yield debt, structured credit, and select equity positions, allowing for flexible allocation among asset classes as market conditions evolve. Through fundamental credit analysis, the team evaluates issuer financial profiles, collateral structures, and covenant protections to manage risk and optimize income potential. In addition, the fund may engage in influence and control transactions, working closely with company management to drive operational improvements and enhance value realization. Opportunistic investments in convertible securities and private placements further diversify the portfolio and capture asymmetric return opportunities.
Cornerstone Strategic Investment Fund predominantly serves the U.S. corporate credit market, with selective exposure to international issuers when attractive risk-adjusted returns arise. The portfolio spans a range of industry sectors, including energy, industrials, healthcare, and financials, reflecting a balanced sector allocation approach. To enhance returns, the fund may employ moderate leverage through borrowings and use of derivative instruments. Shares trade on the NYSE American exchange, offering investors access to a professionally managed credit portfolio with monthly distributions and periodic share repurchase programs aimed at supporting NAV per share.
The fund is managed by Cornerstone Investment Partners LLC, an investment advisory firm with a track record in credit and special situations investing. The portfolio management team is led by experienced credit professionals with backgrounds in investment banking, asset management, and distressed debt. The board of directors, comprised of independent members and industry veterans, oversees governance and ensures alignment with shareholder interests. Through disciplined research, active management, and a focus on risk mitigation, Cornerstone Strategic Investment Fund strives to deliver consistent income and long-term total return for its investors.
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