CRM Small Cap Value Strategy
Overview
Objective
The CRM Small Cap Value Strategy seeks to capture attractive long-term total returns by investing in a concentrated portfolio of U.S. small-cap value companies using a fundamental, bottom-up investment approach.
Description
The CRM Small Cap Value Strategy was launched in October 1995.
- Focused small-cap value opportunity set: Invests in companies with market capitalizations generally ranging from approximately $400 million to $2.5 billion, applying the same time-tested investment philosophy and process used across CRM strategies.
- High-conviction, bottom-up portfolio construction: Supported by an experienced investment team, the strategy typically holds approximately 35–50 stocks selected based on CRM’s core philosophy of change, neglect, and valuation.
- Disciplined, risk-aware process: While security selection is bottom-up, portfolio construction incorporates stock-specific risks, sector weightings, and overall risk/reward characteristics, resulting in a relatively concentrated yet diversified portfolio.
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.