Real Estate Investing with a Private Equity Mindset
At Crawford, we will continue to invest in publicly traded real estate with a private equity mindset, while offering something many others cannot provide everyone today: liquidity.
The Year of Triple Tightening
We define triple tightening as the Fed raising interest rates, the Fed’s balance sheet shrinking, and reduction in fiscal programs to recipients.
Reaching for Yield and Landing in Failure
We will continue to evaluate our bank holdings on an individual basis with a keen eye on managing overall risk.
Find a Need and Fill It: Managed Income Strategy
The Crawford Managed Income strategy was born in an effort to solve a personal, real-world problem.
The Perpetual Accumulation Approach: Can You Have Your Cake and Eat It Too?
At Crawford, we believe that by investing in quality, employing a price sensitive approach, and establishing reasonable spending policy, our investors can have their cake and eat it too.
Putin's Blunder: The Catalyst for U.S. LNG Dominance
The U.S. has more LNG export capacity and has exported more LNG than any other country. How is Crawford participating?
Watching & Waiting: The Return to the 2% World?
If the 2% world is considered to be the normal world, why are we so far off the mark, and what are the underlying conditions that would make it normal again?
Watching & Waiting
As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today.
Difficult Environments Call for (Balance Sheet) Strength
One of the areas where our equity research team is most focused is on the strength of corporate balance sheets.
Looking Back and Looking Ahead
Since we find ourselves at the beginning of a new year, let’s take a broad look back at what we have seen transpire over the past 12 months.
The Important versus the Easy
The level of consistency in free cash flow generation is an important criteria in our quality screening process.
Evolutions: Crawford Dividend Growth Strategy
For those interested, what follows is a chronological history of the Dividend Growth approach and how it has evolved into its current, disciplined form.
