No two clients are alike, but our clients are often focused on two main objectives: growth and income. Typically, these objectives would suggest investors put a greater degree of emphasis on accomplishing near-term objectives (income) at the detriment of long-term goals (growth). However, at Crawford, we believe that by investing in quality, employing a price-sensitive approach, and establishing a reasonable spending policy, our clients can have their cake and eat it too.
In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments, to discuss how our investors can experience rising dividends and appreciation, enjoy life and protect principal, and stay invested and build lasting wealth. In addition to being available on our website, we are pleased that our podcasts are 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.
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Ep. 19 | Pharma Industry’s DNA Imparts Quality
To build our clients’ portfolios, we start at the company level with a rigorous fundamental, bottom-up research process.
Ep. 24 | The Best Kept Secret in Small Cap Investing
Today there is probably a disproportionate amount of emphasis put on classifying investments as belonging to one of two styles: Growth or Value.
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.
