Cramer Rosenthal McGlynn
Separate Accounts

CRM Mid Cap Value

Assets Under Management: $643 million as of September 30, 2024

Inception: January 1, 1998

Summary

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.

Performance

Annualized Returns(%)

YearMid Cap Value - GrossMid Cap Value - NetRussell Midcap Value IndexRussell Midcap Index
Q3'248.107.9810.089.21
YTD13.4612.9115.0814.63
1 Yr26.1225.2829.0129.33
3 Yr7.566.797.395.75
5 Yr11.2210.4210.3311.30
10 Yr10.9510.148.9310.19