CRM Long/Short Opportunities Fund
CRIHX
Overview
Objective
CRM Long/Short Opportunities Fund seeks long-term capital appreciation.
Description
The CRM Long/Short Opportunities Fund invests in a relatively concentrated portfolio of long and short equity securities, using a fundamental, bottom-up investment approach.
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Long/short equity structure: Invests at least 80% of its assets in long and short positions in equity and equity related securities to pursue attractive absolute returns. There are no limits on the market capitalizations of the companies in which the Fund may invest.
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High-conviction, research-driven portfolio construction: Supported by an experienced investment team, the Fund typically holds approximately 30–40 long positions and 35–50 short positions, selected based on assessments of relative attractiveness across sectors.
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Disciplined, risk-aware process: Although built from the bottom up, portfolio construction considers stock-specific risks, sector exposures, and overall risk/reward characteristics to balance return potential and risk management.
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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All investing involves risk. Principal loss is possible.
Investors should consider the investment objective, management fees, risks, charges, and expenses of the Funds carefully before investing. The Prospectuses contain this and other information about the Funds. Please download a prospectus from Cramer Rosenthal McGlynn containing all the information about the Funds or call 800.276.2883. Please read the Prospectus carefully before you invest.
The CRM Funds are distributed by ALPS Distributors, Inc. Member FINRA. ALPS Distributors, Inc. is not affiliated with FLX Networks or Cramer Rosenthal McGlynn.