Interview with the Core Equity Portfolio Manager
At Crawford, all of our strategies help investors achieve a specific set of goals and solve for certain needs. Clients are attracted to the Core Equity strategy because it has a higher focus on growth than other Crawford strategies.
Quality Comes Into Favor as the Fed Pivots
With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in the returns.
Common Sense Income Planning in Retirement
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.
Diversification Not Over-Diversification
When looking at an investor’s retirement through a multi-decade lens, having a lower cost, tax-efficient, income-producing implementation focused on the most efficient asset classes allows for maximum effectiveness.
The State of Real Estate
Real estate prices and rents are top of mind these days. From the long-anticipated CRE problems to the resiliency of the housing market, there is much newsworthy material.
Innovation & Transformation: Investing in AI
Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure. At Crawford, we can take advantage of these opportunities by identifying individual companies that both meet our quality requirements AND participate in these secular growth markets.
Terminal Value: A Lesson in Asymmetry
We believe that at the forefront of any investor’s mind should be both the threat of principal erosion or permanent loss of capital and the significance of the pattern of their investment returns.
June Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Alpha When You Need It Most
At Crawford, our strategies have far lower risk than the major market indices as measured by beta. And not only do our strategies have far lower risk, but they also produce positive alpha.
The Tale of Transitory Inflation
Our goal with this piece is not to comment on this ongoing debate, but rather to question whether transitory inflation is, like the Boogeyman, imaginary.
Low Margin for Error
As profit margins regress toward the mean, we believe investors should be focused on companies with strong balance sheets and excess free cash flow.
Seeing Isn't Believing
Despite recent economic success, the average consumer either doesn’t see it, or sees it but doesn’t believe it.
