CRM Small/Mid Cap Value

Assets Under Management: $621 million as of September 30, 2023

Inception: March 1973


The CRM Small/Mid Cap Value strategy originated with the founding of the firm in 1973. This strategy is offered as a separate account and mutual fund.

The CRM Small/Mid Cap Value strategy is designed for investors to capture investment returns in a concentrated market capitalization range of stocks, from approximately $750 million to $8 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.


Annualized Returns(%)

YearSmall/Mid Cap Value - GrossSmall/Mid Cap Value - NetRussell 2500 Value IndexRussell 2500 Index
1 Yr7.717.0411.3411.28
3 Yr13.0412.2613.328.39
5 Yr6.425.723.994.55
10 Yr8.587.906.957.90

The information above represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance above. Returns are shown after the deduction of management fees, transaction costs, and other expenses, and include the reinvestment of distributions. All investments involve the risk of loss of a portion of or all assets.