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Core Equity

The Crawford Core Equity Strategy is a "best ideas" total investment return portfolio of dividend-paying companies.

Investment Philosophy

  • The Crawford Core Equity Strategy represents what we believe to be the best ideas from the Crawford Investment Counsel Investment Team
  • Eligible Securities: Dividend-paying stocks with at least $1 Billion in market capitalization
  • Stock selection and portfolio construction is based primarily on Crawford Investment Counsel analysts' conviction and key investment criteria
  • Available via Separately Managed Account, Sub-Advisory and Model Delivery

Investment Process

The goal of our investment process is to identify high-quality companies and invest in them when risk/reward is positively skewed, which often occurs when short-term business conditions deteriorate or other market conditions pressure valuation. Learn more about our approach by accessing our Investor Presentation: 

Investor Presentation

Process

Investment Team

Our firm's greatest assets are our people. Our dedicated and capable team is committed to client success and client satisfaction, with consistency and quality. The firm’s dedication to integrity, best-in-class asset management, client service, and the culture of collaboration and professional dedication augurs well for a bright future for the family-run firm, its professionals, and its clients. Learn more about the Crawford Team:

Our Team

 

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Investor Presentation
Investor Presentation
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