Insights

Perspectives

Find a Need and Fill It: Managed Income Strategy
Find-a-Need

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.

March 07, 2023 3 min read
The Perpetual Accumulation Approach: Can You Have Your Cake and Eat It Too?
Cake

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.

February 22, 2023 3 min read
Putin's Blunder: The Catalyst for U.S. LNG Dominance
PutinBlunder

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?

February 09, 2023 3 min read
Watching & Waiting: The Return to the 2% World?
Watching-Waiting-2

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?

February 01, 2023 5 min read
Watching & Waiting
Watching-Waiting

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.

January 26, 2023 3 min read
Difficult Environments Call for (Balance Sheet) Strength
DifficultEnvironment

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.

January 13, 2023 5 min read
Looking Back and Looking Ahead
Looking

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.

January 06, 2023 4 min read
The Important versus the Easy
Important-Easy

The Important versus the Easy

The level of consistency in free cash flow generation is an important criteria in our quality screening process.

December 14, 2022 4 min read
Evolutions: Crawford Dividend Growth Strategy
Evolutions

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.

December 12, 2022 5 min read
You Are Here: Intersection of Quality and Value
IntersectionQV

You Are Here: Intersection of Quality and Value

Crawford seeks to be at the intersection of value and quality. Here is how we get there.

December 07, 2022 4 min read
Winning with Balanced Capital Allocation
BalancedCapital

Winning with Balanced Capital Allocation

At Crawford Investment Counsel, we do not believe growth and return of capital are mutually exclusive.

December 02, 2022 3 min read
The Parable of Tom the Turkey
Turkey

The Parable of Tom the Turkey

Our past experience makes us wary of investments that are too good to be true. We know investments that go up like an escalator typically come down like an elevator.

November 16, 2022 4 min read
 

Get Email Notifications