For Advisors
Institutional-Grade Management. Built for Your Practice.
CooksonPeirce offers an alternative to index-correlated strategies, built to stand behind the advisors who recommend us.
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.
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01
Universe of Stocks
We begin with a universe of more than 1,800 stocks, carefully reviewed for sustainable market leadership.
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02
Proprietary Ranking
Each week, every name is ranked using our firm's time-tested, in-house investment management system.
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03
Security Selection
A final qualitative review of business catalysts and strategic portfolio fit determines what we buy, and what we leave behind.
Flagship Strategy
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.
- Concentrated Positions
- 25–40
- Spectrum Coverage
- Full Cap
- Signal Refresh
- Weekly
Companion Series
Small / Mid-Cap Equity
Small / Mid-Cap Equity extends CooksonPeirce's momentum mandate below the large-cap 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.
- Concentrated Positions
- 45–55
- Cap Spectrum Coverage
- Small / Mid
- Signal Refresh
- Weekly
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.
Our People
The Institutional Group.
The team responsible for bringing CooksonPeirce's process to advisors and their clients nationwide.
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Christian Brown, CFP®
Director of Institutional Group
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. -
Timothy D. Johns
Business Development Officer
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. -
Heath Black
Regional Advisor Consultant
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®
Chief Investment Officer
Oversees all CooksonPeirce investment management activities, including portfolio management across all strategies and ongoing research for existing and new strategy development. -
Sean Volk, CFA®
Portfolio Manager
Supports portfolio operations, trading, rebalancing, and investment research with a data-first approach to identifying durable momentum signals.