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Cramer Rosenthal McGlynn was recently announced the winner of the 2025 Envestnet Asset Manager Award in the U.S. Small, SMID, and Mid Cap category for its CRM Small/Mid Cap Value strategy. Envestnet selected the CRM Small/Mid Cap Value strategy after evaluating its investment process and style, customer service, tax efficiency, performance, composite, and firm profile, among many other criteria.
These awards recognize high-conviction portfolio managers who embody excellence within the realm of investment management practices within varying market conditions and economic environments. Envestnet | PMC’s systematic, proprietary, and multi-factor methodology for this awards program, now in its 21st year, harnesses a variety of qualitative and quantitative criteria to identify and narrow down finalists from among the thousands of mutual funds, ETFs, SMAs, and model portfolios that are accessible to financial advisors within the Envestnet platform. For investment strategies to qualify for consideration, each firm must have existing due diligence coverage and research by Envestnet | PMC’s 28-member research and due diligence team. They also need to have at least $100 million in assets under management, and a three-year track record.
Cramer Rosenthal McGlynn, LLC is a value equity manager based in Stamford, CT, with a focus on the U.S. small and mid-cap space. The CRM Small/Mid Cap Value strategy originated with the founding of the firm in 1973. Clients benefit from a consistent approach and application of a central philosophy and process, implemented by a team with diverse experience in identifying change, neglect, and the intrinsic value of businesses. CRM is 100% employee owned.
About Envestnet
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
Important Disclosure
CRM is not affiliated with Envestnet and has not provided any compensation for receiving the above award. Envestnet is not an investor in CRM or its sponsored investment products. CRM does pay certain annual fees to Envestnet for making its investment products and services available on the Envestnet platform.
Catch up with Chris Barnett, Co-CEO / Managing Member of CRM, as he discusses the opportunities in small/mid cap value and our long/short portfolio with partner and portfolio manager, Mimi Morris.
Join Chris Barnett in conversation with Hugo Rogers of Aravis Capital as they delve into the volatile world of Value investing in 2023 and beyond. Watch here.
Effective June 1, 2023, CRM headquarters are now located at:
300 First Stamford Place
Suite 440
Stamford, CT 06902
All emails and phone numbers of CRM employees remain unchanged.
Hear from our management team directly and how we can help make a difference for you.
Welcome to Cramer Rosenthal McGlynn, a 100% employee owned U.S. value equity manager with a focus in the Small/Mid & Mid-Cap space. With a deep history, CRM is poised to capitalize on its passion for investing and delivering value to their clients.
Hear from Mimi Morris as she describes her experiences and what has led to her success as a Partner and Co-Portfolio Manager at Cramer Rosenthal McGlynn. Watch here.
At Cramer Rosenthal McGlynn, LLC we seek out the best investments for you and your clients to help achieve their goals. That process carries over to our sales professionals as well. As such, we are happy to announce a distribution partnership with FLX Distribution. FLX Distribution is helping advisors connect with Cramer Rosenthal McGlynn on the CRM line-up of mutual funds. The combined advisor facing teams at FLX Distribution and Cramer Rosenthal McGlynn will ensure greater client service, engagement, and awareness.
Launched in December 2019, FLX Distribution is revolutionizing the distribution experience between asset managers, wealth managers, and advisors. We provide a technology platform — known as a Resource and Asset Management Platform (RAMP) — that delivers unmatched scale, flexibility, and access to a modular and on-demand experience.
We are happy to announce the upcoming launch of a CIT vehicle for our CRM Small/Mid Cap Value strategy at the end of January 2021. This vehicle will offer a Founder’s share class available through April 30, 2021. We are pleased to offer more flexibility for qualified plans to invest in our CRM Small/Mid Cap Value strategy via this CIT structure. Please contact your CRM representative for further details on fees and available share classes.
We are excited to announce CRM has entered into a management buyout agreement to repurchase the entire ownership stake currently held by our partner, M&T Bank. This agreement was reached with CRM employees investing in themselves without the assistance of third-party debt or capital.
We have had a long and prosperous relationship with M&T Bank / Wilmington Trust. However, with the finalization of this agreement, the employees of CRM have completed a long-held goal of repurchasing the firm in order to better align our interests with those of our clients and stakeholders. This transaction will enhance our ability to retain and attract top investment talent and focus all our resources on creating value for our clients. At CRM, we regularly discuss the importance of timing in the context of investing. With this repurchase, we see a confluence of factors that enables us to position our organization for the future success of our employees and clients.
CRM will continue to be led by our Executive Committee consisting of Chris Barnett, President, and Brian Harvey, CIO; they will become managing members of the firm. Our talented investment research team, which has been working together for nearly a decade, will continue to execute our disciplined approach focused on change, neglect, and relative valuation, that has served our clients well since the firm’s inception. The firm will continue to honor the core tenets of our founders: Gerry Cramer, Ed Rosenthal, and Ron McGlynn that are as true today as they were back in 1973.
Read the press release here.