Looking Back and Looking Ahead
Since we find ourselves at the beginning of a new year, let’s take a broad look back at what we have seen transpire over the past 12 months.
The Important versus the Easy
The level of consistency in free cash flow generation is an important criteria in our quality screening process.
Evolutions: Crawford Dividend Growth Strategy
For those interested, what follows is a chronological history of the Dividend Growth approach and how it has evolved into its current, disciplined form.
You Are Here: Intersection of Quality and Value
Crawford seeks to be at the intersection of value and quality. Here is how we get there.
Winning with Balanced Capital Allocation
At Crawford Investment Counsel, we do not believe growth and return of capital are mutually exclusive.
The Parable of Tom the Turkey
Our past experience makes us wary of investments that are too good to be true. We know investments that go up like an escalator typically come down like an elevator.
Is Your Portfolio Ready for Winter?
Currently, there is a dramatic shift occurring in the global financial markets. Unlike a fantasy novel, it is not as definitive as the first snowfall.
Pendulum Shift: Inflation, Interest Rates, and Fed Policy
The rise in rates has been dramatic and had a pervasive effect across financial markets.
Origins: Crawford Dividend Growth Strategy
The old saying, “necessity is the motherhood of invention” is a good way of introducing the story of the origin of the Dividend Growth strategy.
REITs for the Long Run
REITs are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology.
Britain's Minsky Moment
On September 28, the Bank of England (BoE) backstopped the gilt market, the British government debt market equivalent to the United States Treasury market.
Index Crowding May Be the Next Problem Facing Investors
While passive investing appears to be serving investors adequately, we see underpinnings of deterioration.
