John Crawford IV - The Case for Value and Dividend Investing: Building Wealth, Income and Resilience
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by John Crawford IV. John H. Crawford, IV, CFA is the Managing Director of Equity Investments at Crawford Investment Counsel and has been with the firm since 1990. John leads the Equity Investment Team working closely with the equity research analysts on stock selection and portfolio policy for all equity strategies. Prior to joining Crawford Investment Counsel, John worked at Merrill Lynch Capital Markets.
Tune in to hear:
What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?
How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost be forgotten in the present day?
Has John found that when clients have an income element to their portfolio, they are more settled and more able to stay the course?
How does Crawford Investment Counsel think about risk reduction in a portfolio, both behaviorally and otherwise?
Does John look at things like beta, or is he looking exclusively at absolutely fundamental things in terms of the quality of the company?
Where in a company’s lifecycles does Crawford Investment Counsel look and why do they believe this is a source of potential alpha?
How does Crawford Investment Counsel ensure that they never stray from their first principles in difficult times?
What in particular has John done to raise gentle, kind and grateful children in a world where children of means can sometimes act entitled?
If John was approached by a 30 year old investor today, and they were asking for one piece of personal financial advice, what would he tell them?
Links
Connect with Us
Disclosures:
These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.
Compliance Code: 2521-U-26243