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Managed Income

The Crawford Managed Income Strategy seeks to provide a high level of current income while managing portfolio risk.

Investment Philosophy

  • Attractive, higher yielding opportunities are available in specialized subsets of the capital markets
  • Investing in a variety of income producing asset classes provides the ability to achieve greater diversification
  • An experienced investment team that conducts thorough fundamental research and employs a disciplined portfolio management process can deliver attractive returns while maintaining risk
  • Available via Mutual Fund and Separately Managed Account

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. Learn more about our approach by accessing our Investor Presentation: 

Investor Presentation

Process

Investment Team

Our firm's greatest assets are our people. Our dedicated and capable team is committed to client success and client satisfaction, with consistency and quality. The firm’s dedication to integrity, best-in-class asset management, client service, and the culture of collaboration and professional dedication augurs well for a bright future for the family-run firm, its professionals, and its clients. Learn more about the Crawford Team:

Our Team

 

Fact Sheet 2
Strategy Fact Sheet
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Investor Presentation
Investor Presentation
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Quarterly Update
Quarterly Update
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