LARGE CAP OPPORTUNITY
The CRM Large Cap Opportunity strategy began in January 2005. This strategy is offered as a separate account and mutual fund (Tickers: CRIGX, CRMGX).
Inception
2005Assets Under Management
$1.8 billionManager
Jay Abramson, Rob Maina & Chip Rewey
The Large Cap Opportunity strategy is designed for an investor to capture investment returns in stocks with a market capitalization of greater than $3 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. 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 | Large Cap Opportunity Gross |
Large Cap Opportunity Net |
Russell 1000V |
Russell 1000 |
|---|---|---|---|---|
| 2012 | 17.47 | 16.84 | 17.51 | 16.42 |
| 2011 | -1.96 | -2.50 | 0.39 | 1.50 |
| 2010 | 12.28 | 11.76 | 15.51 | 16.10 |
| 2009 | 24.18 | 23.44 | 19.69 | 28.43 |
| 2008 | -33.91 | -34.46 | -36.86 | -37.60 |
| 2007 | 9.26 | 8.36 | -0.17 | 5.77 |
| 2006 | 20.67 | 19.55 | 22.25 | 15.46 |
| 2005 | 7.42 | 6.36 | 7.05 | 6.27 |
Annualized Returns
| Large Cap Opportunity Gross |
Large Cap Opportunity Net |
Russell 1000V |
Russell 1000 |
|
|---|---|---|---|---|
| Q1'13 | 9.90 | 9.76 | 12.31 | 10.96 |
| YTD | 9.90 | 9.76 | 12.31 | 10.96 |
| 1 Yr | 13.75 | 13.23 | 18.77 | 14.43 |
| 3 Yr | 11.19 | 10.63 | 12.74 | 12.93 |
| 5 Yr | 4.82 | 4.21 | 4.85 | 6.15 |