Insights

Perspectives

The Quality Anomaly in Small Cap

The Quality Anomaly in Small Cap

We believe the small cap quality anomaly is alive and well, and we intend to continue to exploit this to the benefit of our investors.

November 09, 2026 6 min read
The Case for QARP in Small Cap

The Case for QARP in Small Cap

In a market segment known for both opportunity and uncertainty, we believe a disciplined focus on business quality and valuation provides a durable framework for identifying attractive long-term investments.

October 20, 2026 3 min read
September Bond Policy Update

September Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

September 30, 2026 6 min read
A Compelling Intersection: Quality, Dividends, and SMID Cap Investing

A Compelling Intersection: Quality, Dividends, and SMID Cap Investing

The universe of high-quality SMID cap companies includes many companies that enjoy the characteristics of more mature businesses but have the growth potential often associated with smaller capitalization companies.

September 28, 2026 4 min read
Following the Free Cash Flow: Dividend Growth Opportunities in Industrials

Following the Free Cash Flow: Dividend Growth Opportunities in Industrials

We view free cash flow as the lifeblood of a company and a central consideration in both our company and valuation analysis.

September 23, 2026 7 min read
AI's New Vocabulary, Enduring Investment Principles

AI's New Vocabulary, Enduring Investment Principles

Artificial intelligence has quickly developed a language of its own.

September 18, 2026 6 min read
Did the SOX Index Experience a Bubble in Q2 2026?

Did the SOX Index Experience a Bubble in Q2 2026?

The question we pose is whether the recent action was more symptomatic of an investment cycle or a bubble.

August 26, 2026 4 min read
Crawford Managed Income Strategy: The Interest Rate Agnostic Yield Engine

Crawford Managed Income Strategy: The Interest Rate Agnostic Yield Engine

We believe that by allocating to our Managed Income strategy, bond investors can maintain a robust level of portfolio stability while meaningfully enhancing yield and total investment return.

August 21, 2026 6 min read
Crawford Dividend Yield Strategy: The 4% Solution

Crawford Dividend Yield Strategy: The 4% Solution

We like to call it the 4% solution, but the strategy is about more than its starting yield.

August 10, 2026 6 min read
Stock Return Skew: Investing Is About More Than Just Identifying Upside

Stock Return Skew: Investing Is About More Than Just Identifying Upside

Long-term investing is not only about identifying upside, but it is also about avoiding permanent impairment of capital.

July 21, 2026 4 min read
June Bond Policy Update

June Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

June 25, 2026 5 min read
Estate Planning Primer

Estate Planning Primer

Here’s a refresher on the fundamentals of an estate review.

May 21, 2026 3 min read
 

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