Insights

Perspectives

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
It's Easier Said Than Done

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 30, 2024 5 min read
September Bond Policy Update

September Bond Policy Update

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

September 30, 2024 6 min read
Interview with the Core Equity Portfolio Manager

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.

September 26, 2024 6 min read
 

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