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Dividend Yield

The Crawford Dividend Yield Strategy seeks to provide long-term total return outperformance with below-market risk as measured by standard deviation vs. the Russell 1000 Value Index.

Investment Philosophy

  • Dividend history is an effective indicator of high-quality companies.
  • Differentiated business models and strong management teams lead to consistent and predictable
    cash flows.
  • Undervalued, high-quality companies with consistent cash flows participate in rising markets and
    protect capital in declining markets.
  • Available via Separately Managed Account, Sub-Advisory and Model Delivery 
Dividend Yield Funnel

Investment Process

The goal of our investment process is to identify high-quality companies with a positively skewed risk/reward trade-off and invest in these companies when short-term business or market considerations impair valuation.

Learn more about our approach by accessing our Investor Presentation: 

Investor Presentation

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

 

Fact Sheet 2
Strategy Fact Sheet
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Investor Presentation
Investor Presentation
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Quarterly Update
Quarterly Update
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