A Canary in Someone Else's Coal Mine?
We continue to believe the U.S. is the best place to invest due to its stronger economic fundamentals, more predictable monetary policy, and greater resilience in the face of global disruptions.
Loan Growth: A Canary in a Coal Mine?
While we certainly hope for stronger economic growth and improved loan demand this year, the current environment underscores the importance of fundamental, bottom up research and active risk management.
An Extreme Environment... Revisited
As we approach the fourth anniversary of the COVID-19 pandemic, we wanted to revisit an article we published in mid-2021
The Best Kept Secret in Small Cap Investing
At our firm we have developed a rigorous investment process that puts Quality at the center of our decision-making, an approach we call Quality at a Reasonable Price.
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.
Evolutions: Crawford Small Cap Strategy
At the end of 2022, the Crawford Small Cap Strategy celebrated its eleventh birthday.
Reaching for Yield and Landing in Failure
We will continue to evaluate our bank holdings on an individual basis with a keen eye on managing overall risk.
The Golden Opportunity: Crawford Small Cap Strategy
We came to realize that the small cap area of the market might actually be the best place to reap the benefits of our long-held philosophy.
Banking on Inflation
Selectively chosen bank stocks can play an important role in protecting investor portfolios against inflation and rising interest rates.
Small Cap Research Process
(CIC) Small Cap strategy aims to deliver attractive investment returns over the long run while reducing the volatility..
