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SMID Cap

The Crawford SMID Cap Strategy seeks to provide total return outperformance with below market risk as measured by standard deviation vs. the Russell 2500 Value Index.

Investment Philosophy

  • The SMID portfolio is well-diversified, invested with a longer-term orientation (3-5 years) and owns approximately 60 stocks weighted by conviction levels and risk versus return considerations
  • The portfolio seeks to be at the intersection of high quality and attractive valuation, along with an identifiable investment thesis that is expected to lead to excess shareholder returns 
  • Companies that pay dividends and have a market capitalization between $700 million and $40 billion are eligible for purchase
  • Available via Separately Managed Account, Sub-Advisory and Model Delivery
SMID Cap Funnel

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

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

 
John H Crawford IV-1
John Crawford, CFA
MANAGING DIRECTOR OF EQUITY INVESTMENTS
Details
Douglas J. Asiello copy
Doug Asiello, CFA
Portfolio Manager of SMID Cap Strategy and Senior Research Analyst
Details
Fact Sheet 2
Strategy Fact Sheet
Download
Investor Presentation
Investor Presentation
Download
Quarterly Update
Quarterly Update
Download

Request Strategy Information

600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339

Main: 770.859.0045
Fax: 770.859.0049

Email: info@crawfordinvestment.com

        Copyright © 2021 | Crawford Investment Counsel, Inc. | All Rights Reserved.

        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.

         

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