The Crawford Managed Income strategy was born in an effort to solve a personal, real-world problem. As a result, it fills a unique gap in the asset allocation landscape today. It is an objectives-based strategy that has consistently provided a yield of over 5% since its inception, while accepting lower credit risk, lower market risk, lower energy risk, and lower price risk than its benchmark, the Nasdaq U.S. Multi-Asset Diversified Income Index. The ability of the strategy to produce a high level of current income and generate positive alpha can be attributed to its security selection and asset allocation processes, both of which are highly opportunistic.
In this episode, we sit down with Aaron Foresman, CFA®, the Managed Income strategy’s architect and portfolio manager to discuss the strategy’s inception and evolution. 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:
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-23-050
