Exploiting Biases and Capturing Inefficiencies: Crawford SMID Cap
We believe that our SMID Cap strategy is a compelling investment opportunity for long-term investors.
Interview with the SMID Cap Portfolio Manager
We believe clients invested in the strategy should benefit from attractive, long-term returns and a relatively low degree of risk.
Top Ten Investment Lessons Learned
I was recently asked to give a brief presentation on an investment-related topic. What follows is my list of the top ten lessons I have learned throughout my years of working as both a portfolio manager and analyst.
Demise of the Mall
With the secular trend of e-commerce continuing to grow at the expense of traditional retail, we find what we believe is a long-term investable theme.
The State of the Consumer
At Crawford Investment Counsel (Crawford), we believe the financial condition of the U.S. consumer has rarely been better.
Winning with Quality in the Consumer Discretionary Sector
At CIC, we seek high-quality companies for long-term investment.
Porter’s Five Forces in the Crawford Equity Research Process
We apply Porter’s Five Forces of critical thinking to each potential investment for CIC equity strategies.