The CRM Mid Cap Value strategy was launched in January 1998. This strategy is offered as a separate account and mutual fund.
The CRM Mid Cap Value strategy is designed for investors to capture investment returns in a concentrated market capitalization range of stocks, from approximately $1 billion to $18 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 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.
| Year | Mid Cap Value - Gross | Mid Cap Value - Net | Russell Midcap Value Index | Russell Midcap Index |
| Q1'24 | 9.89 | 9.77 | 8.23 | 8.60 |
| YTD | 9.89 | 9.77 | 8.23 | 8.60 |
| 1 Yr | 16.83 | 16.05 | 20.40 | 22.35 |
| 3 Yr | 8.45 | 7.69 | 6.80 | 6.07 |
| 5 Yr | 11.53 | 10.73 | 9.94 | 11.10 |
| 10 Yr | 10.60 | 9.79 | 8.57 | 9.95 |