Product Overview
The Crawford Dividend Yield Strategy seeks to provide long-term total return outperformance with below-market risk as measured by standard deviation vs. the Russell 1000 Value Index.
Investment Philosophy
- Dividend history is an effective indicator of high-quality companies.
- Differentiated business models and strong management teams lead to consistent and predictable cash flows.
- Undervalued, high-quality companies with consistent cash flows participate in rising markets and protect capital in declining markets.
- The strategy targets an overall yield in the 8th – 9th decile of all U.S. dividend paying stocks and prefers out-of-favor companies with a potential catalyst for reversion to the mean in valuation.
- Our fundamental, bottom-up investment process is focused on uncovering companies with above-average yield, attractive valuations, potential for consistent earnings and dividend growth, and financial strength.
- The goal of our investment process is to construct a diversified portfolio capable of offering above average dividend yield and attractive total investment return with below market risk.
Product Material
Firm Overview
Crawford Investment Counsel is an Atlanta-based investment firm focused on the management of significant assets for both private and institutional investors throughout the U.S. The firm is an independent and 100% employee-owned and operated S-Corporation with no outside affiliations.
Crawford was founded in 1980 with an investment philosophy solely focused on high-quality investments. The firm has consistently maintained its focus on quality and non-profit portfolio management, and it has grown to over fifty employees and over $8 Billion in assets under management over its four decades of history.
Interested in learning more about Crawford
Get in touch with our team today.
Explore all Crawford products
BlueBay Destra International Event-Driven Credit Fund (CEDIX / CEDAX / CEDLX / CEDTX)
Interval Funds
Destra Flaherty & Crumrine Preferred and Income Fund (DPIIX / DPIAX / DPICX)
Mutual Funds
Not sure which product best fits your needs?
Contact us for a personalized consultation and expert advice.
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 Investment Counsel, including our investment strategies, fees and objectives, can be found in Crawford’s Form ADV Part 2A and Form CRS, available at www.crawfordinvestment.com/.