CRM Small/Mid Cap Value Strategy
Overview
Objective
The CRM Small/Mid Cap Value Strategy seeks to capture attractive long-term total returns by investing in a concentrated portfolio of U.S. small- and mid-cap value companies using a fundamental, bottom-up investment approach.
Description
The CRM Small/Mid Cap Value Strategy originates with the founding of the firm in 1973.
- Focused small/mid-cap value opportunity set: Invests in companies with market capitalizations generally ranging from approximately $750 million to $8 billion.
- Fundamental, bottom-up portfolio construction: Security selection is driven by CRM’s core philosophy of change, neglect, and valuation, supported by in-depth fundamental research and judgments regarding the relative attractiveness of individual securities.
- High-conviction, risk-aware structure: Typically holds approximately 35–50 stocks, with portfolio construction incorporating stock-specific risks, sector weightings, and overall risk/reward characteristics to build 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.