Crawford Small Cap Equity Strategy
Overview
Objective
The Crawford Small Cap Strategy seeks to provide long-term outperformance with below-market risk.
Description
The Crawford Small Cap Strategy invests in high-quality small capitalization companies in a less efficient segment of the equity market, with an emphasis on risk control and downside protection.
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Focused, yet well-diversified portfolio comprised of our best ideas is constructed with 60 - 80 holdings
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Sector exposure limited to the greater of two times the Russell 2000 Index sector weighting or 25%
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The focus on stable, high-quality companies is a structural risk control component of the investment process
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/.