Product Overview
Crawford Managed Income is a multi-asset income strategy with the primary objective of generating current income while managing portfolio risk. The strategy invests in dividend-paying stocks, energy infrastructure, real estate investment trusts (REITs), preferred stocks, and 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. Each security’s risk profile is assessed, and the intent is to balance the strategy’s holdings across the four primary risk categories of market risk: equity market risk, interest rate risk, oil/energy price risk, and credit 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.
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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
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