Crawford Managed Income

Crawford Managed Income is a multi-asset income strategy with the primary objective of generating current income while managing portfolio risk.

Investment Philosophy

• Attractive, higher yielding opportunities are available in specialized subsets of the capital markets.

• Investing in a variety of income producing asset classes provides the ability to achieve greater diversification.

• An experienced investment team that conducts thorough fundamental research and employs a disciplined portfolio management process can deliver attractive returns while maintaining risk.

Strategy Overview

• The strategy invests in:
    - Dividend-paying Stocks
    - Energy Infrastructure
    - Real Estate Investment Trusts (REITs)
    - Preferred Stocks
    - Corporate Bonds

• A bottom-up approach is utilized for security selection, and the strategy is designed to provide diversified exposure across income-producing assets and within each asset class.

• The strategy places an emphasis on relative quality among the options available.

• Proprietary risk model with a focus on current income while balancing price volatility across four primary risk categories:
    - Equity Market Risk
    - Credit Risk
    - Interest Rate Risk
    - Energy Price Risk

• Focused, yet well-diversified, best ideas portfolio of 40-60 holdings.