CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

Cornerstone Capital Management Holdings is a private investment management company that is based out of New York. The company operates as a subsidiary of New York Life Investment Management Holdings LLC and works closely with its affiliated company the Cornerstone Capital Management LLC. Cornerstone Capital Management Holdings was founded in 1993 and is built on a foundation of “fundamental principles, independent thinking, and practical application of investment ideas.” The firm operates through three main investment teams composed of portfolio managers and analysis with each of its teams being “diverse in thought, background, and experience which creates an environment of healthy debate and discussion,” and each team member being experts in their respective fields. Cornerstone Capital Management Holdings is research driven and conducts proprietary research internally. The firm utilizes quantitative and fundamental analysis to make its investment decisions, investing in the growth stocks of companies located across all market caps. Cornerstone Capital Management Holdings invests most heavily in the information technology sector, which alone makes up approximately a quarter of its total asset allocations, and also invests in the finance, health care, consumer discretionary, industrials, consumer staples, energy, and utilities and telecommunications sectors, among others to a lesser degree, in order of amount allocated. The company currently holds over $14 billion in total assets under management spread across 50 accounts. Although its total number of accounts has been going down in recent years, decreasing from over 100 accounts held, its total assets under management has increased from $9.4 billion to its current amount today. Cornerstone Capital Management Holdings currently has 49 employees with 19 of them being investment professionals. The company manages fundamental and systematic long-only and liquid alternative equity strategies across multiple market capitalizations and styles, committing its research to fundamental, systematic, and thematic, and currently offers three investment strategies: its Growth Equity, Global Fundamental Equity, and Global Systematic Equity.