High and Rising Income: Crawford Dividend Yield Strategy
In this strategy, growth of income is achieved by owning companies that increase dividends regularly, and it is buttressed by our active management process.
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.
The Rising Importance of Dividend Yield
We are likely moving from a period of above-average investment returns from stocks and bonds to a more normalized or lower return environment.
The Intersection of Quality and Valuation
Valuation is an important and final component of our expected Total Shareholder Return (TSR) framework.
Quintessential Quality
While there are examples of high-quality companies across the market, few sectors are so densely populated with quality as the Consumer Staples sector.
Crawford Dividend Yield Strategy: A 10-Year Retrospective
As we recognize the 10th anniversary of our Dividend Yield strategy becoming a formal investment portfolio at CIC, we want to take a look back and a look ahead.
