Ep. 37 | Interview with the Director of Equity Research
Much of the value we deliver at Crawford is driven by the work of our equity research team, whose efforts often take place behind the scenes.
Ep. 36 | The Discipline Dividend
The Discipline Dividend focuses not on the individual dividend that one receives from a stock, but the dividend of investment success that is achieved by being a disciplined investor.
Ep. 35 | Exploiting Biases and Capturing Inefficiencies: Crawford SMID Cap
The small-to-mid cap space has numerous investment opportunities that lie at the intersection of quality, value, and investor neglect...
Ep. 34 | Loan Growth: A Canary in a Coal Mine?
The banking industry has faced a notable slowdown in loan growth. This development has caught the attention of economists and investors alike...
Ep. 33 | American Exceptionalism
Due in part to our preference for fair markets, adequate financial disclosure, and a culture of innovation and growth, we are solely focused on U.S.-centric investments.
Ep. 32 | Investing for All Seasons
There have been many periods when a particular form of investing has achieved ascendency, only to fall out of favor as different economic cycles emerge...
Ep. 31 | Quality Comes Into Favor as the Fed Pivots
The state of real estate is a mixed picture today, with certain property types performing well and others struggling.
Ep. 30 | The State of Real Estate
The state of real estate is a mixed picture today, with certain property types performing well and others struggling.
Ep. 29 | Innovation & Transformation: Investing in AI
Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure.
Ep. 28 | Inflation Inquiries
Today, we note that despite a strong economy with very low unemployment, measures of consumer sentiment and overall confidence levels are lower than one might expect.
Ep. 27 | Defining Return Expectations
We continually strive to improve upon our investment research process of underwriting businesses and making judgments about individual stock valuations.
Ep. 26 | The Silent Factor in Investing
We often refer to dividend increases as “the silent factor.” Why? Because dividend growth garners small attention among most investors.
