Product Overview
Product Overview
The Crawford Small Cap Strategy seeks total return in a less efficient area of the stock market while at the same time attempting to exploit a behavioral bias amongst investors.
Investment Philosophy
· We believe that a company’s dividend history is a key initial indicator of quality and seek to invest in companies with a demonstrated history of consistent and growing dividends.
· Our fundamental, bottom-up investment process is focused on uncovering small cap companies with differentiated business models, strong balance sheets, consistent cash flow generation, high returns on invested capital, effective management, and shareholder-friendly capital allocation.
· The goal of our long-term investment process is to construct a diversified portfolio capable of participating in up markets while significantly protecting capital in down markets.
Strategy Overview
· Focused, yet well-diversified portfolio comprised of our best ideas is constructed with 60 - 80 holdings
· Sector exposure limited to the greater of two times the Russell 2000 Index sector weighting or 25%
· The focus on stable, high-quality companies is a structural risk control component of the investment process
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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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
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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/.