GLOBAL OPPORTUNITY
The CRM Global Opportunity strategy began in January 2009. This strategy is offered as a separate account and mutual fund (Tickers: CRIWX, CRMWX).
Inception
2009Assets Under Management
$51 millionManagers
Jay Abramson & Milu Komer
The Global Opportunity strategy is designed for an investor to capture investment returns in stocks beyond national boundaries, including the U.S., with a market capitalization of greater than $1 billion (USD). This strategy embraces the CRM investment philosophy, primarily focusing on neglect and valuation.
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 50 to 70 stocks. Although the portfolio is built from the bottom up, stock-specific risks, country and sector exposures, as well as risk/reward characteristics are all taken into account in the portfolio construction process.