At Crawford Investment Counsel, our stock selection process is focused on identifying high-quality businesses with conservative financial profiles. Our bank holdings are no exception, as we view the group through a lens that screens for diversified deposit sources, cautious approach to credit risk, and proven management, among other quality characteristics. We will continue to evaluate our bank holdings on an individual basis with a keen eye on managing the overall risk. But for now, we are content with our current holdings, none of which we view as impaired – either operationally or with respect to dividend income.
In this episode, we sit down with Boris Kuzmin, CFA®, our Financials analyst, to discuss recent developments in the banking sector. 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-23-058
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