We believe that quality is a very important factor in portfolio management, but we note that it is fundamentally different from other investment criteria because it impacts not just return but risk as well. In the lexicon of finance, quality means something quite different than in everyday usage. In finance, …

At Crawford, ours is a program focused on perpetual accumulation that is very much aligned with the needs of individual investors. We have talked a lot about the merits of investing in high-quality companies that exhibit dividend integrity and the necessity of reduced volatility, smooth patterns of return, and reducing …

We are titling our new, private investor oriented blog Compound Interest. Our first installment, “What’s in a Name?” shares the genesis of this title and attempts to explain how we will address areas of interest to our individual investors. Our intent is to provide relevant investment and financial information that …