Product Overview
Product Overview
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.
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.
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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/.