In the early 2000s, we began to explore opportunities to expand the firm’s product suite while staying true to the core Dividend Integrity principle. Our team became intrigued by the possibility of applying the underlying principle to stocks at the lower end of the market capitalization spectrum. After performing extensive analyses and backtesting, we came to believe that the small cap area of the market represents a highly opportune space to apply our existing investment approach and achieve attractive, risk-adjusted returns.
In this episode we discuss the inception of the Crawford Small Cap strategy and the power of the Dividend Effect in small cap investing.
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.
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