Prevailing Through Challenges: Interview with Small Cap Manager
We are really pleased with our strategy’s recent outperformance, because there have been several underlying trends in the market working against us.
Pharma Industry's DNA Imparts Quality
Over the last 30 years, pharmaceutical companies have experienced periods of significant outperformance, mainly around scientific advancement with products in new disease areas, but also during times when the economy lagged.
Don't Be Fooled By Dividend Hubris
Not all dividend-payers possess Dividend Integrity, and some actually exhibit what we call Dividend Hubris.
A Soft Landing Coming?
A recent shift in expectations is now granting a larger possibility that a soft landing can occur.
Exploiting Inefficiencies to Produce Alpha: Crawford Dividend Yield Strategy
Over most time periods, the Crawford Dividend Yield strategy’s results have been strong on an absolute, relative, and risk-adjusted basis.
Crawford Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
