Defining Return Expectations by Employing a TSR Framework
Our internally developed TSR methodology is one important enhancement to our proprietary process that relies entirely on our produced research & analysis.
Stock Rating System
We utilize a formal, subjective stock rating system to communicate how we are evaluating individual investment opportunities.
An Extreme Environment
As investors in high quality small cap companies, we have faced a uniquely challenging environment since the beginning of the COVID-19 pandemic.
Interview with Aaron Foresman, CFA: Managed Income Portfolio Manager
Interview with Aaron Foresman, CFA: Managed Income Portfolio Manager
Interview with Boris Kuzmin, CFA: Small Cap Portfolio Manager
How did you first get interested in small cap investing, and how has that developed in your time at Crawford?
Interview with Doug Asiello, CFA: SMID Cap Portfolio Manager
Interview with Doug Asiello, CFA: SMID Cap Portfolio Manager
Interview with David Gilmore, CFA: Dividend Yield Portfolio Manager
Interview with David Gilmore, CFA: Dividend Yield Portfolio Manager
Interview with Frank Pinkerton: Core Equity Portfolio Manager
Interview with Frank Pinkerton: Core Equity Portfolio Manager
Interview with Jon Christiansen, CFA: Dividend Growth Portfolio Manager
Interview with Jon Christiansen, CFA: Dividend Growth Portfolio Manager
Interview with Chris Kendrick, CPA: Senior Research Analyst
How would you describe your investment philosophy or approach?
Benefit of Working with CIC - Total Investment Return
It is important to distinguish among income, yield, and total investment return.
Benefit of Working with CIC - Preservation of Capital
We consider preservation of capital to be a primary investment objective of any portfolio.
