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.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Fab-ulous Capital Spending Boom
One of the strikingly positive aspects of our economy today is the capital spending boom.
Quality: The Differentiated Investment Factor
We believe quality is a differentiated investment factor with various benefits including attractive long-term returns, protection in market declines, smoother patterns of return, and income production.
GDP: The Economy Surprises Again
For now, we celebrate the outstanding performance of GDP. The future is not risk free, but for now, the present is pretty good.
An Extreme Environment... Revisited
As we approach the fourth anniversary of the COVID-19 pandemic, we wanted to revisit an article we published in mid-2021
