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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
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Douglas J. Asiello copy
Doug Asiello, CFA
Portfolio Manager of SMID Cap Strategy and Senior Research Analyst
Details

Read More from SMID Cap Portfolio Manager, Doug Asiello, CFA

Interview with Doug Asiello, CFA: SMID Cap Portfolio Manager
by Crawford Investment Team

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Interview with Doug Asiello, CFA: SMID Cap Portfolio Manager
Porter’s Five Forces in the Crawford Equity Research Process
by Douglas J. Asiello, CFA

Crawford Investment Counsel’s Equity Research Team is as much a team of business analysts as we are portfolio managers and stock pickers. We seek to find good businesses, which can be defined as consi...

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Top Ten Investment Lessons Learned
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I was recently asked to give a brief presentation on an investment-related topic. What follows is my list of the top ten lessons I have learned throughout my years of working as both a portfolio manag...

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Top Ten Investment Lessons Learned

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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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600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339

Main: 770.859.0045
Fax: 770.859.0049

Email: info@crawfordinvestment.com
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      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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