Insights

Perspectives

Exploiting Biases and Capturing Inefficiencies: Crawford SMID Cap

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

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?

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

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

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

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?

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

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
Interview with the SMID Cap Portfolio Manager

Interview with the SMID Cap Portfolio Manager

We believe clients invested in the strategy should benefit from attractive, long-term returns and a relatively low degree of risk.

December 05, 2024 5 min read
Interview with the Dividend Growth Portfolio Manager

Interview with the Dividend Growth Portfolio Manager

Our strategy is a great fit for investors who are seeking a value-oriented approach that does well when markets are strong and protects when they are weak.

November 12, 2024 7 min read
Not Diversification, Dividendification!

Not Diversification, Dividendification!

We seek diversification by investing across various areas and sectors of the market, and we insist on dividendification in the name of achieving successful outcomes for our clients.

November 04, 2024 3 min read
Investing for All Seasons

Investing for All Seasons

Since the advent of common stocks, there has been an ongoing search for the perfect way to invest.

October 30, 2024 4 min read
 

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