Small Cap

Style Small Cap Core (Value Tilt)

Vehicles SMA, Mutual Fund, Model

Emphasis Dividend-Oriented, Quality at a Reasonable Price, Underappreciated Opportunities

Inception 01/01/2012

Benchmark Russell 2000

Dividend-paying small cap stocks tend to demonstrate stronger fundamentals and more consistent capital allocation

Short-term investor behavior, higher volatility, and less public information availability creates mispricings among high-quality small cap stocks

A disciplined focus on quality helps reduce risk and aims to improve the consistency of outcomes

Market Cap between $100 Million and $6 Billion, Stocks on U.S. Exchanges

Prefer 3+ years of Dividend History

High-Quality Companies

Seek to Balance Valuation and Consistency of Earnings & Dividend

Fundamental Research and Portfolio Construction

60 – 80 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.