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.
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.
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 Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
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.
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.
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
Prevailing Through Challenges: Interview with Small Cap Manager
We are really pleased with our strategy’s recent outperformance, because there have been several underlying trends in the market working against us.
Pharma Industry's DNA Imparts Quality
Over the last 30 years, pharmaceutical companies have experienced periods of significant outperformance, mainly around scientific advancement with products in new disease areas, but also during times when the economy lagged.
Don't Be Fooled By Dividend Hubris
Not all dividend-payers possess Dividend Integrity, and some actually exhibit what we call Dividend Hubris.
A Soft Landing Coming?
A recent shift in expectations is now granting a larger possibility that a soft landing can occur.
Exploiting Inefficiencies to Produce Alpha: Crawford Dividend Yield Strategy
Over most time periods, the Crawford Dividend Yield strategy’s results have been strong on an absolute, relative, and risk-adjusted basis.
