CRM All Cap Value

Assets Under Management: $1.1 billion as of September 30, 2018

Inception: January 2002

Summary

The CRM All Cap Value strategy began in January 2002. This strategy is offered as a separate account, mutual fund, and UCITS.

The CRM All Cap Value strategy is designed for an investor to capture returns in a wide market capitalization range of stocks. Stocks we utilize in the All Cap strategy are typically held in one or more of the other CRM strategies. The investment philosophy and process is identical across strategies.

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. This strategy will typically be invested in 35 to 50 stocks. Although the portfolio is built from the bottom up, stock specific risks, sector weightings and risk/reward characteristics are all considered during the portfolio construction process.

Performance

Annualized Returns(%)

YearAll Cap Value - GrossAll Cap Value - NetRussell 3000 Value IndexRussell 3000 Index
Q3'184.924.905.397.12
YTD7.647.244.1710.57
1 Yr13.7013.199.4617.58
3 Yr16.0915.5613.7317.06
5 Yr11.9711.4310.6413.45
10 Yr10.9710.319.7612.00

The information above represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance above. Returns are shown after the deduction of management fees, transaction costs, and other expenses, and include the reinvestment of distributions. All investments involve the risk of loss of a portion of or all assets.