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.
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.
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.
Investing for All Seasons
Since the advent of common stocks, there has been an ongoing search for the perfect way to invest.
It's Easier Said Than Done
Many would be shocked to learn that the majority of common stocks have lifetime buy and hold returns that are less than that of one month Treasury Bills. Said differently, the stock market overall generates attractive long-term returns, but most stocks fail to even match the returns of Treasury Bills.
September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Interview with the Core Equity Portfolio Manager
At Crawford, all of our strategies help investors achieve a specific set of goals and solve for certain needs. Clients are attracted to the Core Equity strategy because it has a higher focus on growth than other Crawford strategies.
Quality Comes Into Favor as the Fed Pivots
With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in the returns.
The State of Real Estate
Real estate prices and rents are top of mind these days. From the long-anticipated CRE problems to the resiliency of the housing market, there is much newsworthy material.
Innovation & Transformation: Investing in AI
Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure. At Crawford, we can take advantage of these opportunities by identifying individual companies that both meet our quality requirements AND participate in these secular growth markets.
June Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Tale of Transitory Inflation
Our goal with this piece is not to comment on this ongoing debate, but rather to question whether transitory inflation is, like the Boogeyman, imaginary.
