SMID Cap

Style Small-to-Mid Cap Value

Vehicles SMA, Model

Emphasis Dividend-Oriented, Attractive Valuation, Neglected Quality

Inception 01/01/2012

Benchmark Russell 2500 Value

Dividend-paying small-to-mid 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-to-mid caps

Undervalued high-quality companies with consistent cash flows participate in rising markets and protect capital in declining markets

Market Cap Between $500 Million and $25 Billion, Stocks on U.S. Exchanges

Prefer 3+ Years of Dividend History

High-Quality Companies

Seek to Balance Valuation and Consistency of Earnings & Dividends

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.