The Total Shareholder Return Trifecta
We invest to achieve an investment trifecta by selecting stocks that provide our investors with all three components of total investment return: fundamental business progress or growth, dividend yield, and valuation improvement
Prevailing Through Challenges: Interview with Small Cap Manager
We are really pleased with our strategy’s recent outperformance, because there have been several underlying trends in the market working against us.
Pharma Industry's DNA Imparts Quality
Over the last 30 years, pharmaceutical companies have experienced periods of significant outperformance, mainly around scientific advancement with products in new disease areas, but also during times when the economy lagged.
Don't Be Fooled By Dividend Hubris
Not all dividend-payers possess Dividend Integrity, and some actually exhibit what we call Dividend Hubris.
A Soft Landing Coming?
A recent shift in expectations is now granting a larger possibility that a soft landing can occur.
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.
Crawford Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
When a Stock Becomes a Ninja
With a ninja strategy, we hope to win by investing in companies that are better equipped to avoid problems in the event of an economic downturn.
Dividend Integrity: Mitigating Risk & Adding Alpha
We believe Dividend Integrity is unique in that it favorably impacts return while also reducing risk.
Generative AI: Generating Investment Opportunity
In November, the release of OpenAI’s ChatGPT marked the beginning of the commercial phase of the global race in artificial intelligence.
Why Dividends Matter: Downside Protection
One of the more favorable aspects of investing in dividend-paying stocks is their ability to help protect capital in declining stock markets.
The Pilgrimage to Omaha
Following these six basic principles has been good for Warren Buffett, it has been good for us, and we believe loyalty to those principles will be good for you.
