Equity Strategy

Core Equity

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

Style All Cap Core
Vehicles SMA, Model
Emphasis Dividends, High Quality, Best Ideas
Inception 01/01/2000
Benchmark S&P 500

Investment Philosophy

01
An established dividend-paying history provides an important indicator of the quality characteristics of business consistency and financial strength
02
Investing in quality, dividend-paying companies mitigates risk while empowering upside participation
03
Stock selection and portfolio construction is based primarily on analyst conviction and key investment criteria
Market Cap $1 Billion+, Stocks on U.S. Exchanges
Dividend-Paying Companies
High-Quality Companies
Attractive Valuation
Highest Conviction Stocks From Crawford Analysts
40 – 60 Stock Portfolio
Strategy Overview

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.

Investment Team

Portfolio Management

Our investment team is defined by depth of experience, philosophical alignment, and long-term continuity. On average, equity investment team members have over 15 years with Crawford and 25 years in the industry. Over the last ten years, we have had no turnover on this team, providing investors with disciplined decision-making and consistent portfolio management.

Meet the Team
Frank H. Pinkerton
Frank H. Pinkerton
Core Equity Strategy Portfolio Manager and Senior Research Analyst
Joined Crawford Investments: 2015
Industry Since: 1998
John H. Crawford, IV, CFA
John H. Crawford, IV, CFA
Chief Investment Officer
Joined Crawford Investments: 1990
Industry Since: 1988
Meet the Team
Perspectives

Read More About Core Equity

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Interview with the Core Equity Portfolio Manager
Crawford-Interview

Interview with the Core Equity Portfolio Manager

September 26, 2024 6 min read
Interview with Frank Pinkerton: Core Equity Portfolio Manager
Interview5

Interview with Frank Pinkerton: Core Equity Portfolio Manager

November 25, 2020 7 min read
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Interested in learning more about how this strategy can support your investment program? Get in touch with a member of our team today.