Much of the value we deliver at Crawford is driven by the work of our equity research team, whose efforts often take place behind the scenes. The team actively follows more than 150 companies across six equity strategies and completed 44 in-depth due diligence reviews last year alone. With an average of 24 years of industry experience, deep sector knowledge, and long-standing continuity, the team is united by a shared commitment to disciplined research and investing at the intersection of quality and value.

In this episode, we sit down with Aaron Foresman, CFA, our firm’s Director of Equity Research, to discuss our team, process, and philosophy. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

CRA-2512-5

When we came across “The Discipline Dividend,” a term we were not familiar with, we were intrigued. Unable to determine its origin and not sure what the author intended the meaning to be, we were left to form our own definition. This was an easy task because so much of what we do from an investment standpoint occurs around the concepts of discipline and dividends.

In this episode, we sit down with John Crawford, III, our firm’s founder, to discuss not only the individual dividend that one receives from a stock, but the dividend of investment success that is achieved by being a disciplined investor. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

CRA-2512-4

At Crawford, we believe that our SMID Cap strategy is a compelling investment opportunity for long-term investors. While large caps dominate headlines today and small caps offer high growth potential with higher risk, the small-to-mid cap space has numerous investment opportunities that lie at the intersection of quality, value, and investor neglect.

In this episode, we sit down with Doug Asiello, CFA, the Portfolio Manager for our SMID Cap strategy, to discuss why we believe our approach to small-to-mid cap investing is more relevant and timely than ever. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

CRA-2505-3

The banking industry has faced a notable slowdown in loan growth. This development has caught the attention of economists and investors alike, and it raises critical questions about the underlying health of the economy and the evolving investment landscape.

In this episode, we sit down with Boris Kuzmin, CFA, our Financials Analyst, to discuss why the current environment underscores the importance of fundamental, bottom up research and active risk management. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

CRA-2504-41

At Crawford, we have always invested in U.S. companies with the belief that our economic system, while far from perfect, is the best system in the world. This is a characterization of our common sense approach, and we maintain this belief despite the fact that it has been out of favor with conventional wisdom in recent years. Due in part to our preference for fair markets, adequate financial disclosure, and a culture of innovation and growth, we are solely focused on U.S.-centric investments.

In this episode, we sit down with John Crawford, IV, our Managing Director of Equity Investments, to discuss how and why this longstanding tenet of our investment approach has benefitted our investors through the years. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

CRA-2502-5

There have been many periods when a particular form of investing has achieved ascendency, only to fall out of favor as different economic cycles emerge, investor preferences shift, or speculative fervor is destroyed by bear markets. These shifting cycles, or “seasons,” all present unique challenges. In recognition that these seasons are a realistic factor in the investor equation, we have attempted to develop a framework for investing that we believe has durability, one that can withstand the vagaries of style and horizon and prove successful over the longer term.

In this episode, we sit down with John Crawford, III, our firm’s founder, to discuss how and why we believe ours is an investment approach for all seasons. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

CRA-2412-2

Recently, investor focus has been shifting and the result has been a broadening of participation among more sectors. With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in our returns. All of this is welcome news.

In this episode, we sit down with John Crawford, IV, CFA, our Managing Director of Equity Investments to discuss how policy adjustments are encouraging an investor drift toward quality as a good place to be. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

CRA-2411-1

The state of real estate is a mixed picture today, with certain property types performing well and others struggling. Supply/demand trends and interest rates are having disproportionate impacts on various categories of real estate, and public market prices of REITs are well off their highs.

In this episode, we sit down with Chris Kendrick, CPA, our Real Estate Analyst to discuss how we are seeking to take advantage of these trends with the intention of gaining exposure to attractive total investment returns and rising dividends. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

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Disclosures:

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 including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein.

The company identified herein is an example of a holding and is subject to change without notice. The company has been selected to help illustrate the investment process described herein. This is not a recommendation to buy or sell a particular security. It should not be assumed that any of the securities discussed were or will prove to be profitable, or that investment recommendations or decisions we make in the future will be profitable. Nothing herein should be construed as a solicitation, recommendation, or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy.
CRA-2407-41