Dividend Yield

Style Large Cap Value / Equity Income

Vehicles SMA, Model

Emphasis Dividend Yield, Attractive Valuation, High Quality

Inception 10/01/2010

Benchmark Russell 1000 Value

Dividend history is an effective indicator of high-quality companies

Income can enhance stock returns and provides ballast to portfolios

Higher yield coupled with high-quality can produce income with lower volatility and help protect capital in declining markets

Market Cap $1 Billion+, Stocks on U.S. Exchanges

Approximately 1,200 Dividend-Paying Stocks

Quantitative Screens

Fundamental Research

Seek to Balance Dividend Yield, Quality, Total Return

40 – 50 Stock Portfolio

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.