September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
A Compelling Intersection: Quality, Dividends, and SMID Cap Investing
The universe of high-quality SMID cap companies includes many companies that enjoy the characteristics of more mature businesses but have the growth potential often associated with smaller capitalization companies.
Following the Free Cash Flow: Dividend Growth Opportunities in Industrials
We view free cash flow as the lifeblood of a company and a central consideration in both our company and valuation analysis.
Did the SOX Index Experience a Bubble in Q2 2026?
The question we pose is whether the recent action was more symptomatic of an investment cycle or a bubble.
Crawford Managed Income Strategy: The Interest Rate Agnostic Yield Engine
We believe that by allocating to our Managed Income strategy, bond investors can maintain a robust level of portfolio stability while meaningfully enhancing yield and total investment return.
Crawford Dividend Yield Strategy: The 4% Solution
We like to call it the 4% solution, but the strategy is about more than its starting yield.
Stock Return Skew: Investing Is About More Than Just Identifying Upside
Long-term investing is not only about identifying upside, but it is also about avoiding permanent impairment of capital.
June Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Update: The Corporate Juggernaut Powers On
Here we introduce a different reason behind the continuing ability of corporate America to increase its share of the overall economic pie.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
AI Competition and the Software Investment Narrative
AI has introduced uncertainty into enterprise software by inserting a powerful new layer between users and traditional applications.
Greed vs. Fear in the Commodity Pits
Gold, silver, and copper have all experienced meaningful price appreciation over the past several years.
