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Ep. 18 | Winning with Balanced Capital Allocation

June 30, 2023

Over our 42-year history, we have found that the most attractive investment opportunities are available in high-quality companies that succeed in investing for sustainable financial increase, while also returning substantial capital to shareholders through a steady and growing dividend. At Crawford, we prefer to invest in companies that generate higher levels of cash flow, maintain strong balance sheets, and possess established track records of high dividend payouts. We believe this balance amongst our portfolio constituents leads to a very high-quality mix of stocks that can provide attractive returns over a full economic and market cycle.

In this episode, we sit down with Jon Christiansen, CFA, a member of our Equity Research Team, to discuss why we do not believe growth and return of capital are mutually exclusive. In addition to being available on our website, we are pleased to announce that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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According to Fidelity Investments and Morningstar (As of 12/31/2020), dividends have accounted for roughly 40% of the total return of US stocks since 1930.

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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