Q: Hello Peter, Ryan and 5i Team,
I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
