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Ep. 6 | The Grand Experiment

July 25, 2022

It all began more than 25 years ago when two friends were discussing world affairs. The conversation eventually drifted to the investment arena as it normally did, since one was an avid collector of coins, antique rugs and other beautiful things, and one was a professional investor and founder of his own investment management firm. The collector, being of a keen mind and always one to propose something of interest, came up with an interesting idea.

In this episode we discuss “The Grand Experiment” which pitted compound interest against handpicked equities for 25 years. Which type of portfolio won? Listen to find out.

 

Please reference our related Perspectives post for more detail:
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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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