Product Overview
Product Overview
The Crawford SMID Cap Strategy seeks to provide total return outperformance with below market risk as measured by standard deviation vs. the Russell 2500 Value Index.
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 and mid-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 investment process is to construct a diversified portfolio capable of participating in up markets while significantly protecting capital in down markets.
Strategy Overview
· The SMID portfolio is well-diversified, invested with a longer-term orientation (3-5 years) and owns approximately 60 stocks weighted by conviction levels and risk versus return considerations
· The portfolio seeks to be at the intersection of high quality and attractive valuation, along with an identifiable investment thesis that is expected to lead to excess shareholder returns
· Companies that pay dividends and have a market capitalization between $500 million and $25 billion are eligible for purchase
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/.