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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 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

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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