Given the current environment, we believe now is a particularly good time to revisit and reemphasize our commitment to the concept of Dividend Integrity. Given all that is going on in the economy, markets, and banking sector, most agree it is a good time to focus on businesses that demonstrate an unusual amount of consistency and predictability. We believe companies that exhibit Dividend Integrity are better equipped to withstand macroeconomic headwinds, maintain earnings, and sustain and raise dividends over time.
In this episode, we sit down with John Crawford, IV, CFA®, the firm’s Managing Director of Equity Investments to discuss this core tenet of the firm’s investment philosophy. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts.
Please reference our related Perspectives post for more detail:
Disclosures:
Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.
This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy.
CRA-23-100
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. 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.
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.
