CRM Long/Short Opportunities UCITS

Investment Objective

CRM Long/Short Opportunities UCITS is a long/short equity fund designed to provide attractive absolute returns with below market volatility and lower correlation, while allowing stock selection to drive alpha on both sides of the portfolio. The fund seeks to invest in companies which are being impacted by change or undertaking transformation. The strategy adheres to the same repeatable, research-driven investment philosophy and process, which has been the hallmark of the Firm’s 50 year history. This strategy will typically be invested 20 – 60% net long.

Latest Meeting Note

Meeting 13 Dec 2023

The CRM Long/Short Opportunities UCITS fund employs a long/short equity strategy focused on under-the-radar small and mid cap US companies. The strategy adheres to the same repeatable, research-driven investment philosophy and process, w...

The CRM Long/Short Opportunities UCITS fund employs a long/short equity strategy focused on under-the-radar small and mid cap US companies. The strategy adheres to the same repeatable, research-driven investment philosophy and process, which has been the hallmark of the Firm’s 50 year history. There is a significant focus on generating alpha on both sides of the book, with team typically investing in companies which are impacted by change or undertaking transformation (e.g. new management, spin-off, restructuring, etc). The final portfolio has generally a ‘Value’ flavor and is concentrated in nature with approx. 30 longs and 50 shorts at any one time. The strategy will typically be invested 20 – 60% net long.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.3 0.4 0.6 0.3 0.8 1.0 0.5 0.1 0.6 0.4 0.4 0.8 0.4
2022 1.0 0.4 0.0 1.0 0.5 0.8 0.9 0.9 0.8 0.5 0.2 0.5 0.6

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