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.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.9 | 0.2 | 0.3 | 0.9 | 0.4 | 0.8 | 1.0 | 0.8 | 0.8 | 0.6 | 0.3 | 0.5 | 0.5 | |
| 2023 | 0.3 | 0.6 | 0.4 | 0.3 | 0.6 | 0.7 | 0.1 | 0.3 | 0.0 | 0.3 | 0.8 | 0.2 | 0.5 |
