The CRM Small/Mid Cap Select strategy was launched in October 2020 and is a spin-off of our flagship CRM Small/Mid Cap Value strategy, which has a 50-year track record.
The CRM Small/Mid Cap Select strategy is designed for investors to capture investment returns in a concentrated market capitalization range of stocks, approximately 20 names with market capitalizations between $250 million to $20 billion. The investment philosophy and process is identical across strategies.
Supported by an experienced team of investment professionals, the portfolio manager makes judgments about the relative attractiveness of various securities in selecting stocks for the portfolio. This strategy typically will be invested in 20 to 24 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.
| Year | Small/Mid Cap Select - Gross | Small/Mid Cap Select - Net | Russell 2500 Value |
| Q3'24 | 13.09 | 13.09 | 8.75 |
| YTD | 15.59 | 15.51 | 11.30 |
| 1 Yr | 30.18 | 29.80 | 26.17 |
| 3 Yr | 5.42 | 5.17 | 3.47 |
| ICD | 14.37 | 14.13 | 12.57 |