CRM Large Cap Opportunity

Assets Under Management: $301 million as of September 30, 2018

Inception: January 2005

Summary

The CRM Large Cap Opportunity strategy began in January 2005. This strategy is offered as a separate account and mutual fund.

The CRM Large Cap Opportunity strategy is designed for investors to capture investment returns in stocks with a market capitalization of greater than $7 billion. 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 typically will be invested in 35 to 45 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(%)

YearLarge Cap Opportunity - GrossLarge Cap Opportunity - NetRussell 1000 Value IndexRussell 1000 Index
Q3'184.694.695.707.42
YTD6.005.653.9210.49
1 Yr12.3411.819.4517.76
3 Yr14.4713.8513.5417.05
5 Yr11.6711.0610.7113.66
10 Yr10.269.669.7812.08

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.