Insights

Perspectives

Quality: A Silk Purse Out of a Slow World
Crawford-Quality2025

Quality: A Silk Purse Out of a Slow World

The last decade aside, the world has been experiencing a long-term slowdown in growth rates.

April 25, 2025 5 min read
The Tariffs Saga: Twists & Turns
Crawford-Tariffs

The Tariffs Saga: Twists & Turns

Our best hope is that in the coming days and weeks some clarification of these issues will emerge, and of course, we will be monitoring all this closely.

April 21, 2025 6 min read
Recent Volatility & the Case for Quality
Crawford-VolQuality

Recent Volatility & the Case for Quality

As all are aware, the stock market has come under intense pressure in recent days, driven by rising uncertainty surrounding U.S. trade policy.

April 08, 2025 3 min read
March Bond Policy Update
BondPolicy

March Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

April 07, 2025 4 min read
Exploiting Biases and Capturing Inefficiencies: Crawford SMID Cap
Crawford-BiasesInefficiencies

Exploiting Biases and Capturing Inefficiencies: Crawford SMID Cap

We believe that our SMID Cap strategy is a compelling investment opportunity for long-term investors.

March 26, 2025 5 min read
Growth of Income: Two Paths, One Philosophy
Crawford-IncomeGrowth

Growth of Income: Two Paths, One Philosophy

Our Dividend Growth and Dividend Yield strategies offer two distinct paths to harness the power of dividends, allowing investors to align their portfolios with their specific income and return objectives.

March 21, 2025 4 min read
A Canary in Someone Else's Coal Mine?
Crawford-Canary-Coal

A Canary in Someone Else's Coal Mine?

We continue to believe the U.S. is the best place to invest due to its stronger economic fundamentals, more predictable monetary policy, and greater resilience in the face of global disruptions.

February 14, 2025 3 min read
Tariffs & Turbulence: Why Quality Counts
Crawford-Tariffs

Tariffs & Turbulence: Why Quality Counts

Considering the potential effects of tariffs only serves to underscore the importance of our fundamental, bottom-up research process and high level of scrutiny in our company due diligence and investment decision-making process.

February 12, 2025 3 min read
Interview with the Director of Equity Research
Crawford-EquityInterview

Interview with the Director of Equity Research

While the team possesses a myriad of individual professional experiences, we are all aligned in our focus on meeting each of our portfolio’s specific objectives.

February 06, 2025 5 min read
January Bond Policy Update
Bond

January Bond Policy Update

Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.

February 06, 2025 4 min read
Loan Growth: A Canary in a Coal Mine?
Canary

Loan Growth: A Canary in a Coal Mine?

While we certainly hope for stronger economic growth and improved loan demand this year, the current environment underscores the importance of fundamental, bottom up research and active risk management.

January 21, 2025 4 min read
American Exceptionalism: Economic Impact & Stock Market Returns
Crawford-AmericanExceptionalism

American Exceptionalism: Economic Impact & Stock Market Returns

American Exceptionalism has played a significant role in shaping the country's economic and stock market superiority. This has been a significant success factor in our client portfolios.

December 23, 2024 6 min read
 

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