Meeting Your Specific Portfolio Needs

CRM strives to consistently apply our investment philosophy and process across a broad a range of CRM’s traditional investment strategies. These strategies are available as mutual funds and/or separately managed accounts.

Small Cap Value

Offered as a separate account and mutual fund (CRISX, CRMSX)

Mid Cap Value

Offered as a separate account and mutual fund (CRIMX, CRMMX)

All Cap Value

Offered as a separate account and mutual fund (CRIEX, CRMEX, CRAEX)

130/30 Value

Offered as a separate account and mutual fund (CRITX, CRMTX)

Small/Mid Cap Value

Offered as a separate account and mutual fund (CRIAX, CRMAX)

Large Cap Opportunity

Offered as a separate account and mutual fund (CRIGX, CRMGX, CRAGX)

Hedge Funds

The following vehicles/funds have been created to invest in this strategy:

CRM U.S. Value
CRM Partners
CRM Windridge

“The hunt for change, neglect and valuation provides a solid foundation for every stage of the investment process: idea generation, due diligence, portfolio construction and the sell discipline.”