Crawford Managed Income Strategy
Overview
Objective
The Crawford Managed Income Strategy seeks to provide current income while managing portfolio risk.
Description
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Diversified, multi-asset income approach: Invests across dividend-paying stocks, energy infrastructure, real estate investment trusts (REITs), preferred stocks, and corporate bonds to provide diversified exposure across income-producing asset classes.
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Fundamental, bottom-up security selection: Utilizes a bottom-up research process with an emphasis on relative quality, drawing from proprietary screening and in-depth fundamental analysis across equity and fixed income securities.
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Disciplined risk management framework: Employs a proprietary risk model focused on current income while balancing price volatility across four primary risk categories—equity market risk, credit risk, interest rate risk, and energy price risk—within a focused, yet well-diversified portfolio of approximately 40–60 holdings.
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 $9 Billion in assets under management over its four decades of history.
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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/.