CRM All Cap Value Strategy
Overview
Objective
The CRM All Cap Value Strategy seeks to capture attractive total returns by investing across a wide range of market capitalizations using a fundamental, bottom-up value approach that is consistent across all CRM strategies.
Description
The strategy has been managed since January 2002. Supported by an experienced team of investment professionals, the portfolio managers make judgments about the relative attractiveness of various securities in selecting stocks for the portfolio.
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High-conviction, bottom-up value strategy: Invests in approximately 35–50 stocks selected based on CRM’s core investment philosophy of change, neglect, and valuation, with securities often overlapping with other CRM strategies.
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Flexible, all-cap opportunity set: Designed to capture opportunities across a broad range of market capitalizations, allowing portfolio managers to allocate to their highest-conviction ideas regardless of size.
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Disciplined portfolio construction: While security selection is bottom-up, portfolio construction considers stock-specific risks, sector exposures, and overall risk/reward characteristics to build a relatively concentrated, diversified portfolio.
Firm Video
Firm Overview
Cramer Rosenthal McGlynn is a 100% employee owned U.S. value equity manager with a focus in the Small/Mid & Mid-Cap space.
CRM has been investing with the same time-tested philosophy and process since 1973. With a deep history and a consistent approach and application of a central philosophy and process, implemented by a team with diverse experience in identifying change, neglect, and the intrinsic value of businesses, CRM is poised to capitalize on its passion for investing and delivering value to their clients.
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Investors should carefully consider the investment objectives, risks, charges and expenses before investing. Additional information may be found in CRM’s Form ADV available on CRM’s website at www.crmllc.com or on the SEC’s website at www.adviserinfo.sec.gov.