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Το περιεχόμενο παρέχεται από το Crawford Investment Counsel. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Crawford Investment Counsel ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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George Esquivel started making shoes for himself and some friends, up-and-coming musicians in Southern California. Soon, Hollywood came calling. And it wasn’t just celebrities who took notice. A film financier did, too. He said he wanted to invest in the company, but George soon realized his intentions weren’t what they seemed. Join Ben and special guest host Kathleen Griffith as they speak to George about the rise of Esquivel Designs. Hear what a meeting with Anna Wintour is really like, and what happens when you’re betrayed by someone inside your company. These are The Unshakeables. See omnystudio.com/listener for privacy information.…
Crawford Insights
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Manage series 3423649
Το περιεχόμενο παρέχεται από το Crawford Investment Counsel. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Crawford Investment Counsel ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Listen & subscribe to Crawford Insights to hear our latest thinking at Crawford Investment Counsel. We are an investment-led organization, seeking to provide our clients with sound results over full market cycles. As long-term investors, we strike a favorable balance between risk and reward, and our clients experience the advantage of remaining invested and compounding returns over time. We accomplish this through high-quality investments that meaningfully increase our chances of success. For over 40 years, our solutions have enabled our clients to invest and stay invested with great confidence.
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Manage series 3423649
Το περιεχόμενο παρέχεται από το Crawford Investment Counsel. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Crawford Investment Counsel ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Listen & subscribe to Crawford Insights to hear our latest thinking at Crawford Investment Counsel. We are an investment-led organization, seeking to provide our clients with sound results over full market cycles. As long-term investors, we strike a favorable balance between risk and reward, and our clients experience the advantage of remaining invested and compounding returns over time. We accomplish this through high-quality investments that meaningfully increase our chances of success. For over 40 years, our solutions have enabled our clients to invest and stay invested with great confidence.
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24 επεισόδια
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Crawford Insights
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Over time, the average holding period for stocks has been shrinking. At the same time, the percentage of stocks owned by individual investors has been on the rise, and individual investors now own approximately 60% of all publicly traded equities. With an average holding period of less than six months, it seems that private investors are trading stocks rapidly in an effort to earn short-term profits. This can cause many shareholders to miss out on the positive, long-term, compounding effects of stock ownership over time. In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments, to discuss how today, many are effectively “renting” stocks in an attempt to create short-term trading gains, rather than owning equities for long-term total investment return. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-211…
A trifecta is an outcome where three things are achieved. This term is most typically associated with betting on horseracing, in which case the wager is to pick the first, second, and third-place finishers in a given race. Not entirely different, at Crawford we are investing to achieve an investment trifecta by selecting stocks that provide our investors with all three components of total investment return: fundamental business progress or growth, dividend yield, and valuation improvement. In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments, to discuss the importance of these three factors and how they are built into our Total Shareholder Return algorithm. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-206…
"Before long, my small investment had tripled in value, and I began to think differently about investing. From casual observation of the steady stock price to intense following of its daily rise, I began to say to myself, “This is good!” It is not an exaggeration to say that the Stokely-Van Camp experience opened up for me not a new can of beans, but a whole new world, and from that point onward investing and its possibilities became a larger and larger part of my life...” Listen to this episode to learn how John Crawford, III, our firm’s founder, discovered his love of investing. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-168…
In recent months, we have written about Dividend Integrity and how it might be as important now as it has ever been. An important point is that not all dividend-payers possess Dividend Integrity , and some actually exhibit what we call Dividend Hubris . These are companies that pay dividends to the detriment of their corporation. Discerning between Dividend Integrity and Dividend Hubris is where the importance of our fundamental, forward-looking, bottom-up research process and experience comes in. We start with the dividend as an initial quality screen, but we then analyze the business model, management strength, and company financials to determine whether or not the company can exhibit integrity over time. In this episode, we sit down with John Crawford, IV, CFA, Managing Director of Equity Investments, to discuss how investors can avoid being fooled by Dividend Hubris . In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-159…
To build our clients’ portfolios, we start at the company level with a rigorous fundamental, bottom-up research process. But often, industry forces can be just as important as company attributes. Competition, economic cyclicality, government regulation, and seasonality can impact portfolio returns just as much as company attributes, such as quality of management, superior products, or financial condition. Companies in the pharmaceutical industry have a history of utilizing a balanced approach to capital allocation where they both invest significantly in new product development AND pay sustainable dividends with consistent share repurchase activity. There are various forces at play within the industry that make this possible. In this episode, we sit down with Frank Pinkerton, a member of our Equity Research Team, to discuss why the pharmaceutical industry has been such a good place to invest over time. In addition to being available on our website, we are pleased to announce that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-151…
Over our 42-year history, we have found that the most attractive investment opportunities are available in high-quality companies that succeed in investing for sustainable financial increase, while also returning substantial capital to shareholders through a steady and growing dividend. At Crawford, we prefer to invest in companies that generate higher levels of cash flow, maintain strong balance sheets, and possess established track records of high dividend payouts. We believe this balance amongst our portfolio constituents leads to a very high-quality mix of stocks that can provide attractive returns over a full economic and market cycle. In this episode, we sit down with Jon Christiansen, CFA, a member of our Equity Research Team, to discuss why we do not believe growth and return of capital are mutually exclusive. In addition to being available on our website, we are pleased to announce that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-110…
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Crawford Insights
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It is difficult to overstate the importance of downside protection for any long-term investment program. Investing in dividend-paying stocks, especially those that maintain and raise their dividends consistently, is an excellent way to satisfy this objective. Dividends provide income, and as dividends grow, they can force the price of a stock upward while protecting capital on the downside. In fact, dividend-paying stocks have historically declined less when the market goes down. In this episode, we sit down with John Crawford, III, the firm’s Founder and Chairman to discuss Why Dividends Matter . In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: According to Fidelity Investments and Morningstar (As of 12/31/2020), dividends have accounted for roughly 40% of the total return of US stocks since 1930. 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-104…
Given the current environment, we believe now is a particularly good time to revisit and reemphasize our commitment to the concept of Dividend Integrity. Given all that is going on in the economy, markets, and banking sector, most agree it is a good time to focus on businesses that demonstrate an unusual amount of consistency and predictability. We believe companies that exhibit Dividend Integrity are better equipped to withstand macroeconomic headwinds, maintain earnings, and sustain and raise dividends over time. In this episode, we sit down with John Crawford, IV, CFA®, the firm’s Managing Director of Equity Investments to discuss this core tenet of the firm’s investment philosophy. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-100…
At Crawford Investment Counsel, our stock selection process is focused on identifying high-quality businesses with conservative financial profiles. Our bank holdings are no exception, as we view the group through a lens that screens for diversified deposit sources, cautious approach to credit risk, and proven management, among other quality characteristics. We will continue to evaluate our bank holdings on an individual basis with a keen eye on managing the overall risk. But for now, we are content with our current holdings, none of which we view as impaired – either operationally or with respect to dividend income. In this episode, we sit down with Boris Kuzmin, CFA®, our Financials analyst, to discuss recent developments in the banking sector. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-058…
The Crawford Managed Income strategy was born in an effort to solve a personal, real-world problem. As a result, it fills a unique gap in the asset allocation landscape today. It is an objectives-based strategy that has consistently provided a yield of over 5% since its inception, while accepting lower credit risk, lower market risk, lower energy risk, and lower price risk than its benchmark, the Nasdaq U.S. Multi-Asset Diversified Income Index. The ability of the strategy to produce a high level of current income and generate positive alpha can be attributed to its security selection and asset allocation processes, both of which are highly opportunistic. In this episode, we sit down with Aaron Foresman, CFA®, the Managed Income strategy’s architect and portfolio manager to discuss the strategy’s inception and evolution. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-050…
Throughout 2022, the themes of Uncertainty and Pendulum Shifts were present in many of our communications. As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today. That is, we are watching developments in the underlying economy, monitoring corporate earnings reports and commentary, and keeping a close eye on company fundamentals. This is all occurring while we await a decline in inflation and determine the ultimate outcome of the Federal Reserve’s more restrictive interest rate policy. In this episode, we discuss our investment approach in the current market environment. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-23-039…
When something new is established, even if it is sound, it is not often a finished product. That was certainly the case with our Dividend Growth strategy. The important thing is that it was established on strong fundamental grounds. The idea of owning dividend-paying stocks and purchasing them when they represent value is classic investment philosophy. Add in the focus on quality and the process is enhanced. Over the years the process has evolved without losing its original, grounding instincts. Through the years we have been challenged by difficult economic and market conditions. By sticking with our knitting, that is, consistently employing the strategy on behalf of clients and never wavering in our belief in its efficacy, our clients have been rewarded with lower-risk, high-quality returns. In this episode, we discuss the history of the Dividend Growth strategy and how the approach has evolved into its current, disciplined form. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-274…
Amidst dramatic declines in the bond market, Crawford has maintained its longstanding bias to high quality. This coupled with a common sense approach to maturity management, adequate diversification, and prudent utilization of spread sectors to increase yield, has helped preserve capital in a very difficult environment. We believe successfully navigating market environments like the one we are currently experiencing demonstrates the true quality of a bond manager. In this episode, we discuss the current market environment and silver linings for investors with a long-term investment perspective. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-266…
Real estate investment trusts (REITs) are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology. We feel the ability to invest in real estate while benefitting from the liquidity of the stock market is an attractive feature. In this episode, we discuss our strategy and cover the history, track record, and benefits of investing in REITs. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. There is no assurance that any securities discussed herein will remain in an account's portfolio at the time you view this material or that securities sold have not been repurchased. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will be profitable, or that the investment recommendations or decisions Crawford makes in the future will be profitable or equal the performance of the securities discussed herein. There is no assurance that any securities, sectors or industries discussed herein will be included in or excluded from an account’s portfolio. Crawford reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Recommendations made in the last 12 months are available upon request. CRA-22-229…
While we believe that the economy is not in a recession, it behooves us to be alert to the possibility of one developing in the near-to-intermediate future. In this episode, we consider possible causes and monitor signs of emerging recession. We will continue to keep you all updated as to what we see. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-222…
In the early 2000s, we began to explore opportunities to expand the firm’s product suite while staying true to the core Dividend Integrity principle. Our team became intrigued by the possibility of applying the underlying principle to stocks at the lower end of the market capitalization spectrum. After performing extensive analyses and backtesting, we came to believe that the small cap area of the market represents a highly opportune space to apply our existing investment approach and achieve attractive, risk-adjusted returns. In this episode we discuss the inception of the Crawford Small Cap strategy and the power of the Dividend Effect in small cap investing. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-217…
One of the pendulum shifts that we believe is occurring is that we are likely moving from a period of above-average investment returns from stocks and bonds to a more normalized or lower return environment. Over time, we see that investment returns tend to be somewhat cyclical, and more pedestrian results typically follow periods of robust stock market gains. When one compares returns over the past ten years to those over the long-term, it is not at all a heroic prediction that overall returns will be a bit lower for the foreseeable future. In this episode we discuss the market decline and its impact on the dividend yield. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-167…
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Crawford Insights
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It all began more than 25 years ago when two friends were discussing world affairs. The conversation eventually drifted to the investment arena as it normally did, since one was an avid collector of coins, antique rugs and other beautiful things, and one was a professional investor and founder of his own investment management firm. The collector, being of a keen mind and always one to propose something of interest, came up with an interesting idea. In this episode we discuss “The Grand Experiment” which pitted compound interest against handpicked equities for 25 years. Which type of portfolio won? Listen to find out. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-167…
We have noted that 2022 has been a year of uncertainty. Investors have been forced to face changing conditions in both the capital markets and the underlying economy. We see that this uncertainty is yielding to some identifiable trends that are dominating investor preferences and permeating economic discussions. We feel the stock market volatility and downdraft reflect both an uncertain future and a picture that has some potentially negative implications. Today, there is an absence of a consensus view of our economic future because it is unclear whether changing dynamics are of a shorter or longer-term nature. In this episode we attempt to move beyond uncertainty to a more convicted view of what lies ahead. We discuss a number of changing dynamics that all have important implications for profit margins, corporate earnings, and ultimately, stock and bond prices. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-167…
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Crawford Insights
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Most consumers will tell you that online shopping is on the rise. Today, many order consumable items like detergent, razor blades, and paper towels online, and a growing percentage do so with automatic replenishment. Ask the average U.S. consumer how many retail visits they make each week now versus a year or two ago, and the answer would be “not nearly as many.” But this is not simply due to the lingering effects of the Covid pandemic. In this episode we discuss the online “retail experience” and how changing consumer preferences are impacting retailers - and their stock. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-150…
At Crawford, we have been talking more and more about uncertainty as current events have unfolded. The Fed is in play, Putin is in Ukraine, and inflation is running hotter than just about anyone expected. We do not know just how these events will play out, and their impact to the investment environment is still uncertain. In this episode we discuss how our portfolios have historically provided a smoother pattern of returns and downside protection. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. CRA-22-076…
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Crawford Insights
![Crawford Insights podcast artwork](/static/images/64pixel.png)
Anyone acquainted with the thinking at Crawford is well aware of our appreciation for common stocks. Considering all of their characteristics, we believe stocks are the asset of preference. Taking leave of normal investment language, let’s think for a moment about common stocks in unconventional terms. Let’s call them money machines. In this episode we take a closer look at the money machine and how investors use this tool to build wealth. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. The S&P500 Index is the Standard & Poor's Composite Index and is widely regarded as a single gauge of large cap U.S. equities. It is market cap weighted and includes 500 leading companies, capturing approximately 80% coverage of available market capitalization. CRA-22-076…
There are few stocks that have been held for 41 years at Crawford. One is Johnson & Johnson (J&J). Over this time, we have not always agreed with every decision made by management but remain invested because the strength of J&J’s franchises have led to consistent growth in profits and dividends. Recently, J&J made a significant announcement of its intention to separate their consumer segment to stand alone from the other businesses. This podcast discusses our opinions on J&J's recent decisions and its impact on our investment thesis on the stock. *** Disclosures: 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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request. This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy. The S&P500 Index is the Standard & Poor's Composite Index and is widely regarded as a single gauge of large cap U.S. equities. It is market cap weighted and includes 500 leading companies, capturing approximately 80% coverage of available market capitalization. CRA-22-54…
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