Cramer Rosenthal McGlynn

Our relationships with investment professionals are extremely important to us. We keep you apprised of all our funds by providing timely information via our website. Through this portal, you may access information such as fund performance, sector weightings, attribution, commentary, and other approved documents.

Cramer Rosenthal McGlynn, LLC was founded in 1973 and is 100% employee owned.  The company is registered as an investment advisor under the Investment Advisor Act of 1940 and serves pension plans, endowments, foundations, and other institutional and individual clients. Cramer Rosenthal McGlynn, LLC claims compliance with the Global investment Performance Standards (GIPS®) and has […]

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Cramer Rosenthal McGlynn, LLC, is dedicated to creating value for our clients and we continuously search to add dedicated and driven talent to our team. Our entrepreneurial, boutique culture encourages innovation and collaboration within a team environment. If you are interested in a career with Cramer Rosenthal McGlynn, LLC, please submit your information below.

Cramer Rosenthal McGlynn, LLC is a value equity manager with a focus on the U.S. small and mid-cap space. We believe our track record, spanning over five decades, is a testament to our success in serving clients and providing strong risk-adjusted investment performance. Clients benefit from a consistent approach and application of a central philosophy […]

Our independent and employee-owned firm invests actively and responsibly to generate wealth for our clients.  We believe environmental, social, and governance (ESG) factors can materially impact on a company’s valuation, financial performance, and related risk/return.  We think inclusion of ESG analysis enhances our research and stock selection process.  In support of these beliefs, CRM became […]

CRM’s founding partners, Gerry Cramer, Ed Rosenthal, and Ron McGlynn, met in the 1970s. They shared a common interest in investing for themselves and their clients, which led them to found CRM in 1973 as a value equity investment specialist.  To implement their vision, they developed an investment philosophy and process based on identifying businesses […]

Please contact one of our investment professionals at any time for more information regarding our strategies.

In the investment world, as in life, change often unlocks hidden potential. Yet most investors sit on the sidelines while a transformation is underway, waiting to see evidence of positive results. This wait-and-see attitude is fertile ground for an investment manager structured to capitalize on change through intensive research. Cramer Rosenthal McGlynn, LLC is a […]

CRM applies one centralized investment philosophy and process across a broad range of opportunistic value mutual funds.

The following outline our policy regarding the General Data Protection Regulation (2016/679) (“GDPR”) and any national laws implementing the GDPR and the Directive on Privacy and Electronic Communications (2002/58/EC) (together, the “Data Protection Legislation”). It will be necessary for an investor, consultant or potential investor (“you”) to provide certain information to us in respect of […]

This privacy notice is intended to inform you how Cramer Rosenthal McGlynn, LLC (“CRM,” “We,” “Our,” “Us”) collects, uses and shares information we collect about you when you interact with us. This includes information pertaining to our policies relating to nonpublic information of clients, prospective clients and former clients. It is our goal to protect […]

Great Gray Trust Company, LLC Collective Investment Funds (“Great Gray Funds”) are bank collective investment funds; they are not mutual funds. Great Gray Trust Company, LLC serves as the Trustee of the Great Gray Funds and maintains ultimate fiduciary authority over the management of, and investments made in, the Great Gray Funds. Great Gray Funds […]

You are about to access the website of the Cramer Rosenthal McGlynn UCITS Plc (the “Fund”). This website is designed solely to provide investors with general information about the Fund and does not constitute an offer or solicitation to buy shares in the Fund. Access to the information contained in this website is restricted to […]

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Click to download a copy of CRM Form ADV Part 1, CRM Form ADV Part 2, and CRM Form ADV Part 3.