Insights

Perspectives

High and Rising Income: Crawford Dividend Yield Strategy

High and Rising Income: Crawford Dividend Yield Strategy

In this strategy, growth of income is achieved by owning companies that increase dividends regularly, and it is buttressed by our active management process.

January 29, 2024 5 min read
December Bond Policy Update

December Bond Policy Update

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

January 02, 2024 4 min read
The Corporate Juggernaut: Losing Steam?

The Corporate Juggernaut: Losing Steam?

It is safe to say that worker power in this country has been on the decline for decades. Can the recent spate of labor victories in strikes be seen as a turning point in this trend?

December 12, 2023 5 min read
Top Ten Investment Lessons Learned

Top Ten Investment Lessons Learned

I was recently asked to give a brief presentation on an investment-related topic. What follows is my list of the top ten lessons I have learned throughout my years of working as both a portfolio manager and analyst.

November 15, 2023 5 min read
November Bond Policy Update

November Bond Policy Update

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

November 14, 2023 4 min read
Expect the Unexpected

Expect the Unexpected

At Crawford, our strategies are engineered to embrace the reality of uncertainty. We prefer to pursue an active management process that seeks diversification across sectors, industries, and position sizes.

October 26, 2023 5 min read
The Best Kept Secret in Small Cap Investing

The Best Kept Secret in Small Cap Investing

At our firm we have developed a rigorous investment process that puts Quality at the center of our decision-making, an approach we call Quality at a Reasonable Price.

October 20, 2023 5 min read
Stocks: Rent, Own, or Just Stay in a Hotel?

Stocks: Rent, Own, or Just Stay in a Hotel?

If owning a stock with a six-month time horizon is analogous to renting, then options contracts can be compared to staying in a hotel.

September 28, 2023 3 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 28, 2023 7 min read
Insights from the Equity Research Team

Insights from the Equity Research Team

In this piece, we take recent commentary from various members of the Equity Research Team and share it with our readers.

September 22, 2023 4 min read
It All Started with a Can of Beans

It All Started with a Can of Beans

Here is a story of how an investor got his start and how it led to a love of investing that lasted a lifetime.

September 21, 2023 5 min read
The Total Shareholder Return Trifecta

The Total Shareholder Return Trifecta

We invest to achieve an investment trifecta by selecting stocks that provide our investors with all three components of total investment return: fundamental business progress or growth, dividend yield, and valuation improvement

September 13, 2023 4 min read
 

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