Why Dividends Matter: Income & Growth of Income
When all the attractive attributes of dividends are considered, among the most favorable is the fact that the income component of total investment return is always positive.
Evolutions: Crawford Small Cap Strategy
At the end of 2022, the Crawford Small Cap Strategy celebrated its eleventh birthday.
Why Are So Many Gamblers Looking to Be Zeroed Out?
Our process and these companies weren’t built in a day, and serious investors should remember that wealth rarely comes from short-sighted endeavors.
Real Estate Investing with a Private Equity Mindset
At Crawford, we will continue to invest in publicly traded real estate with a private equity mindset, while offering something many others cannot provide everyone today: liquidity.
The Year of Triple Tightening
We define triple tightening as the Fed raising interest rates, the Fed’s balance sheet shrinking, and reduction in fiscal programs to recipients.
Reaching for Yield and Landing in Failure
We will continue to evaluate our bank holdings on an individual basis with a keen eye on managing overall risk.
Find a Need and Fill It: Managed Income Strategy
The Crawford Managed Income strategy was born in an effort to solve a personal, real-world problem.
The Perpetual Accumulation Approach: Can You Have Your Cake and Eat It Too?
At Crawford, we believe that by investing in quality, employing a price sensitive approach, and establishing reasonable spending policy, our investors can have their cake and eat it too.
Putin's Blunder: The Catalyst for U.S. LNG Dominance
The U.S. has more LNG export capacity and has exported more LNG than any other country. How is Crawford participating?
Watching & Waiting: The Return to the 2% World?
If the 2% world is considered to be the normal world, why are we so far off the mark, and what are the underlying conditions that would make it normal again?
Watching & Waiting
As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today.
Difficult Environments Call for (Balance Sheet) Strength
One of the areas where our equity research team is most focused is on the strength of corporate balance sheets.
