Cramer Rosenthal McGlynn | 130 / 30 Value

130/30 VALUE

The CRM 130/30 Value strategy began in January 2008. This strategy is offered as a separate account and mutual fund (Tickers: CRITX, CRMTX).

Inception
2008
Assets Under Management
$9 million
Managers
Jay Abramson, Dave Tillson,
Kevin Chin, Chip Rewey
& Steve Schuster

The CRM 130/30 Value strategy utilizes a fundamental bottom up strategy that will generally invest in companies with market capitalizations greater than $1 billion. The investment philosophy and process is identical for our traditional products.

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 45 to 55 stocks in the long portfolio and 35 to 50 stocks in the short portfolio. Although the portfolio is built from the bottom up, stock-specific risks, sector weightings and risk/reward characteristics are all taken into account in the portfolio construction process.