CRM Long/Short Opportunities UCITS

Assets Under Management: $156 million as of September 30, 2021

Summary

The CRM Long/Short Opportunities Fund began on December 31, 2015. This is a UCITS Fund which is available across nine share classes: A Class – USD (ISIN: IE00BD4DSM30), B Class – USD (ISIN: IE00BD4DSN47), B Class – EUR (ISIN: IE00BYPKJD85), B Class – CHF (ISIN: IE00BD8G4X10), B Class – GBP Distributing (ISIN: IE00BYM5JT20),  F Class – USD (ISIN: IE00BYM5JV42), G Class – USD (ISIN: IE00BKBQY595), G Class – EUR (ISIN: IE00BKBQY934), and G Class – GBP Distributing (ISIN: IE00BKBQYB50).

This Fund invests alongside the CRM Long/Short Opportunities strategy, which seeks to generate alpha on both sides of the portfolio by investing in U.S. and non-U.S. equity securities, regardless of market-capitalization or sector. Approximately 80% of the long investment holdings in this strategy are jointly held in one or more of CRM’s long-only strategies. This strategy will typically be invested 20 – 60% net long.

Supported by an experienced team of investment professionals, the portfolio manager makes judgments about the relative attractiveness of various securities in selecting positions on both the long and short side of the portfolio. Although the portfolio is built from the bottom up, stock specific risks, sector weightings, and risk/reward characteristics are taken into account in the portfolio construction process.

 

NAV as of November 30, 2021