HOW WE INVEST
A Process Built on Math,
Not Emotion.
Distinct from a "growth" or "value" approach, our momentum methodology rests on a simple premise: positive business momentum tends to endure longer than most investors expect. A defined, repeatable process lets us measure it, and act on it, across the full investable universe.
Universe of Stocks
We begin with a universe of more than 1,800 stocks, carefully reviewed for sustainable market leadership.
Proprietary Ranking
Each week, every name is ranked using our firm's timetested, in-house investment management system.
Security Selection
A final qualitative review of business catalysts and strategic portfolio fit determines what we buy, and what we leave behind.
All Cap Equity
All Cap Equity is the strategy CooksonPeirce makes available to its institutional and advisor relationships, and our most broadly applied momentum mandate. It seeks exposure across the full capitalization spectrum, applying the same disciplined, evidence-based signals we've used since 1984 to identify where market leadership is concentrated right now, not where it used to be.
Positions are sized with conviction, typically 25 to 40 holdings, and governed by a mathematical sell discipline. When a position no longer meets our criteria, we exit. No exceptions, no hoping it comes back.
Why Advisors Use It
- A genuine alternative to closet-indexed large cap exposure
- Clear, rules-based buy and sell discipline your clients can understand
- Built for full-market participation, not a single style box
- Backed by a dedicated institutional team and 40+ years of process
Small / Mid-Cap Equity
Why Advisors Use It
- A way to extend the CooksonPeirce process into the small and midcap universe without changing philosophy
- Positioned to participate as market leadership broadens beyond a narrow band of megacap names
- Same rules-based buy and sell discipline advisors already trust in All Cap Equity
- Backed by a dedicated institutional team and 40+ years of evidence-based process
Small / Mid-Cap Equity extends CooksonPeirce's momentum mandate below the largecap universe, applying the same disciplined, evidence-based signals we've used since 1984 to companies where we believe market leadership is emerging, not just where it has already been recognized.
Positions are sized with conviction and governed by the same mathematical sell discipline we apply across every strategy. When a position no longer meets our criteria, we exit. No exceptions, no hoping it comes back.
Let's talk about adding All Cap Equity to your practice.
Thirty minutes with our Institutional Group. No data room required.
We strive to build portfolios that reflect where evidence points, not where convention leads, and we believe that distinction compounds meaningfully over time.
CooksonPeirce Investment Team — Independent, Pennsylvania, Since 1984
The Institutional Group.
The team responsible for bringing CooksonPeirce's process to advisors and their clients nationwide.
Christian Brown, CFP®
Heads the firm's sales and distribution efforts with large-scale corporate partnerships and new relationships. Also serves as Lead Advisor to a limited group of private clients.
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Timothy D. Johns
Grows new large-scale partnerships with corporate entities and distribution firms, and acts as an extension of the portfolio management team in communicating strategy to partner firms.
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Heath Black
Brings 25 years of experience from AllianceBernstein, Prudential Financial, and Voya Financial, driving new assets through broker-dealer and RIA relationships.
Luke J. O'Neill, CFA®
Oversees all CooksonPeirce investment management activities, including portfolio management across all strategies and ongoing research for existing and new strategy development.
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Sean Volk, CFA®
Supports portfolio operations, trading, rebalancing, and investment research with a data-first approach to identifying durable momentum signals.
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