• Individual Investor
  • Institutional Investor / Advisor
Our Process

A process designed to reduce uncertainty and improve outcomes.

Our disciplined, repeatable investment process is built on decades of experience and a commitment to protecting and growing capital through every market environment.

Core Tenets

Framework Designed for Investment Success

Our investment process is grounded in a set of disciplined principles and conventions that inform every decision we make.

01

Quality First

  • Dividends as an initial indicator of quality and discipline
  • Focus on differentiated business models, strong balance sheets, effective management
  • Reducing the range of potential outcomes
02

Fundamental, Bottom-Up Research

  • Dedicated sector specialists drive the research
  • 80% internally generated research; 20% external inputs for validation and breadth
  • Comprehensive diligence: financials, competition, management, capital intensity, cash flow
03

Valuation Discipline

  • Combine fundamentals with valuation to identify attractive opportunities
  • Quality at a Reasonable Price
  • Thesis-based ratings grounded in prospective fundamentals and risk/reward
04

Portfolio Construction & Alignment

  • Proprietary Total Shareholder Return Algorithm, Risk Management Framework, and Stock Rating System
  • Long-term investors, low turnover, high active share
  • Portfolio Managers are employee-owners and invest alongside client assets
Research Cadence

Crawford Research Process

Our disciplined research cadence ensures continuous monitoring, thoughtful debate, and a high degree of conviction in every holding.

calendar_today_30dp_153B37_FILL0_wght400_GRAD0_opsz24 (1)
DAILY

Idea Generation & Monitoring

calendar_view_week_30dp_153B37_FILL0_wght400_GRAD0_opsz24
WEEKLY

Standing Research Meeting

calendar_month_30dp_153B37_FILL0_wght400_GRAD0_opsz24
QUARTERLY

Formal Company Reviews

Equity Investment Team

Our process is carried out by our Equity Investment Team. Team structure combines deep industry experience with direct portfolio accountability in a team-based framework.
222
01

Deep Experience

Average of 25+ years in the industry and 15+ years with Crawford, with no investment team turnover in the past decade.

02

Sector Specialists

Team members maintain dedicated sector coverage, leading to deep industry knowledge and sector-specific analytical frameworks.

03

Portfolio Managers

Most members of the team also serve as Portfolio Manager for a strategy, providing long-term growth and direct investment decision responsibility.

04

Philosophical Alignment

Shared conviction in Crawford’s longstanding investment philosophy and quality-focused approach.

05

Process Discipline

Strong commitment to Crawford’s disciplined, research-driven investment process.

Perspectives

Read More About our Investment Process

Interview with the Director of Equity Research
Crawford-EquityInterview
Investment Process

Interview with the Director of Equity Research

While the team possesses a myriad of individual professional experiences, we are all aligned in our focus on meeting each of our portfolio’s specific objectives.

February 06, 2025
Low Margin for Error
Crawford-LowMarginError
Investment Process

Low Margin for Error

As profit margins regress toward the mean, we believe investors should be focused on companies with strong balance sheets and excess free cash flow.

May 02, 2024
When a Stock Becomes a Ninja
Ninja
Investment Process

When a Stock Becomes a Ninja

With a ninja strategy, we hope to win by investing in companies that are better equipped to avoid problems in the event of an economic downturn.

June 26, 2023
Let's Connect

Get in touch today.

 Learn more about Crawford Investments strategies, team, process, and philosophy.

600 Galleria Parkway, Suite 1650
Atlanta, Georgia 30339

Main: (770) 859-0045

Email: info@crawfordinvestment.com

24-25-Work

The AJC Top Workplaces 2024 and 2025 awards were awarded by The Atlanta Journal-Constitution in partnership with Energage. Crawford Investment Counsel did not pay any compensation for this award.

Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.

Copyright © 2026 Crawford Investment Counsel, Inc. All Rights Reserved.

Web Site Development by: Goodwood Consulting