Cramer Rosenthal McGlynn, LLC

Overview

Cramer Rosenthal McGlynn, LLC is a 100% employee-owned U.S. value equity manager specializing in small and mid-cap investments. The firm has been managing assets since 1973, focusing on identifying businesses undergoing change and those neglected by other investors. This approach aims to provide clients with strong risk-adjusted investment performance. The firm's investment strategy is centered on a consistent philosophy and process, implemented by a team with diverse experience in identifying change, neglect, and the intrinsic value of businesses. CRM's portfolio is relatively concentrated, with active share across strategies consistently above 90% since the inception of the products. The team comprises nine analysts, many of whom have an average of 22 years of financial experience and have worked together at CRM for over a decade. As of March 31, 2026, CRM's total Assets Under Advisement were $2.1 billion, with $1.6 billion managed on a discretionary basis and $490 million on a non-discretionary basis. The firm's client base includes corporate and public pension plans, endowments and foundations, hospitals, community and religious organizations, Taft-Hartley and multi-employer funds, private banks, sub-advisory, as well as individuals and family trusts. In September 2019, CRM repurchased the entire ownership stake from M&T Bank, becoming 100% employee-owned. This move was intended to better align the firm's interests with those of its clients and stakeholders, enhancing its ability to retain and attract top investment talent and focus all resources on creating value for clients.

Portfolio Companies