CSIC 2026: Joseph Cornell’s Pitch For This ‘Boring But Beautiful’ Stock To Double In 5 Years

At the Capstone Student Investment Conference 2026 (CSIC 2026), Bluegrass Capital Partners founder Joseph Cornell shared his idea for an airplane parts manufacturer that has stood the test of time.

Background on Joseph Cornelle and Bluegrass Capital

Before founding Bluegrass in 2017, Cornell held analyst and portfolio management roles at the long/ short hedge fund Chilton Investment, the private equity firm Warburg Pincus, and investment bank Morgan Stanley. His MBA is from Harvard Business School, and he holds a BA in math and finance from Cornell University.

Bluegrass is a concentrated long/ short equity fund that utilizes a value-oriented, fundamentally driven research approach based on bottom-up stock selection and using modest leverage. They only invest in about a dozen positions in an approach Cornell describes as “Buffett-style.”

Targeting the best of the best

Cornell invests in only the highest-quality companies, some of which he thinks are far more interestingly priced now versus six months ago. He said they look at what they believe to be the “business pantheon,” or 200 companies around the globe that clear their high bar. Cornell emphasized that they don’t just cycle in or out of the companies in their “pantheon.” Rather, they try to own the best of the best within that group.