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Fixed Income Strategies

 

Fixed Income Strategies Overview

“Our investment strategies focus on high-quality and fundamentally-sound securities that are well-positioned for the longer term. Providing excellent downside protection is an essential part of our investment approach.”

John H. Crawford, III
Chairman and Chief Investment Officer

At Crawford Investment Counsel, we regard the allocation to fixed income as one of the client’s safest assets. Our Portfolios are separately managed and customized to meet the needs of the individual client. We select securities from the upper bands of the quality spectrum in order to achieve the mandates of preservation of capital and maximization of income. Our investment process is highly transparent and focuses on the more traditional sectors of the fixed income market.

CORE BOND

  • Track Record: 40 Years
  • Approach: Fundamental, Bottom Up
  • Style: Intermediate Core
  • Emphasis: High Quality, Diversification, Liquidity
  • Available via Separately Managed Account and Sub-Advisory

NATIONAL MUNICIPAL BOND

  • Track Record: 19 Years
  • Approach: Fundamental, Bottom Up
  • Style: Investment Grade Intermediate
  • Emphasis: High Quality, Diversification, Essential Services
  • Available via Separately Managed Account and Sub-Advisory

ENHANCED CASH

  • Track Record: 11 Years
  • Approach: Fundamental, Bottom Up
  • Style: Investment Grade Short Duration
  • Emphasis: High Quality, Diversification, Essential Services
  • Available via Separately Managed Account and Sub-Advisory

Core Bond

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The Core Bond investment strategy is focused on the objectives of capital preservation and income production. We seek to maximize portfolio income while minimizing credit, interest rate, and reinvestment risk. Securities in the U.S. Treasury, government agency, corporate, and taxable municipal sectors are considered for inclusion. Portfolios are structured using a laddered maturity distribution, and typically consist of 20 to 30 securities invested across an intermediate time horizon.

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National Municipal Bond

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The Crawford National Municipal Bond strategy concentrates on high quality, intermediate maturity municipal bonds from the national marketplace. Crawford selects individual securities to create a portfolio to meet the specific needs of each client. Crawford invests the portfolio to produce above-market yields, the dominant contributor to total return in the municipal market. Through the extensive research process, Crawford identifies specific sectors and structures that are expected to produce higher-than-market yields over time. 

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Enhanced Cash

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The Enhanced Cash Strategy concentrates on high-quality, short-term municipal bonds. The strategy provides an alternative to tax exempt money market funds. The portfolio utilizes above-market-rate-coupon municipal bonds with short-term redemption features in order to enhance the overall yield available from short duration bonds.

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Crawford Economic Outlook
Q2 2021

As we look forward to the remainder of this year, we're encouraged that there's really a lot of fuel for economic recovery.

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Crawford Perspectives