ALL CAP VALUE
The CRM All Cap Value strategy began in January 2002. This strategy is offered as a separate account and mutual fund (Tickers: CRIEX, CRMEX).
Inception
2002Assets Under Management
$84 millionManagers
Kevin Chin & Ron McGlynn
The All Cap Value strategy is designed for an investor to capture returns in a wide market capitalization range of stocks. All of the stocks we utilize in the All Cap strategy are jointly held in one or more of the CRM strategies. As a result, the investment philosophy and process for All Cap Value is identical to the strategy 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. All stocks held in the other products are not held in the All Cap portfolio, and it falls upon the portfolio managers to decide which holdings are the most attractive in this portfolio. This strategy will typically be invested in 40 to 50 stocks. 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.
Strategy Details
Annual Returns
| Year | All Cap Value Gross |
All Cap Value Net |
Russell 3000V |
Russell 3000 |
|---|---|---|---|---|
| 2009 | 32.76 | 31.54 | 19.76 | 28.34 |
| 2008 | -34.35 | -35.04 | -36.25 | -37.31 |
| 2007 | 4.80 | 3.82 | -1.01 | 5.14 |
| 2006 | 17.46 | 16.82 | 23.34 | 15.71 |
| 2005 | 10.70 | 9.87 | 6.85 | 6.12 |
| 2004 | 22.58 | 21.66 | 16.94 | 11.95 |
| 2003 | 43.49 | 42.42 | 31.14 | 31.06 |
| 2002 | -22.86 | -23.39 | -15.18 | -21.54 |
Annualized Returns
| All Cap Value Gross |
All Cap Value Net |
Russell 3000V |
Russell 3000 |
|
|---|---|---|---|---|
| Q2'10 | -13.37 | -13.56 | -11.09 | -11.32 |
| YTD | -9.27 | -9.66 | -4.83 | -6.05 |
| 1 Yr | 8.10 | 7.15 | 17.57 | 15.72 |
| 3 Yr | -9.41 | -10.22 | -12.13 | -9.47 |
| 5 Yr | 0.92 | 0.11 | -1.56 | -0.48 |