Crawford Insights

<p>There have been many periods when a particular form of investing has achieved ascendency, only to fall out of favor as different economic cycles emerge, investor preferences shift, or speculative fervor is destroyed...

<p>Recently, investor focus has been shifting and the result has been a broadening of participation among more sectors. With some emerging concerns about a softening economy, quality is being emphasized to a greater...

<p>The state of real estate is a mixed picture today, with certain property types performing well and others struggling. Supply/demand trends and interest rates are having disproportionate impacts on various categories...

<p>Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure. At Crawford, we can take advantage of these opportunities by...

<p>Today, we note that despite a strong economy with very low unemployment, measures of consumer sentiment and overall confidence levels are lower than one might expect. Prices are still much higher than they were...

<p>We continually strive to improve upon our investment research process of underwriting businesses and making judgments about individual stock valuations. Our preference for companies with long histories of dividend...

<p>We often refer to dividend increases as “the silent factor.” Why? Because dividend growth garners small attention among most investors. It can almost go unnoticed, seldom making headlines despite its importance. Most...

<p>Today there is probably a disproportionate amount of emphasis put on classifying investments as belonging to one of two styles: Growth or Value. From our vantage point, neither of these approaches adequately captures...

<p>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%...

<p>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...

<p>"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...

<p>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...

<p>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...

<p>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...

<p>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...