Value, growth at reasonable price, small-cap, long-term horizon

Crawford & Company: Come For The Business, Stay For The Arbitrage

Good Things in Small Packages...

Niche areas of the insurance industry often offer investors potential for capital appreciation. If a company is able to develop a product or value-added service to the broader industry, there is significant potential for a good investment to be had. One company that I believe fits this profile is Crawford & Company (NYSE:CRD.B), a business which provides claims management services to the insurance and risk management industry across a diverse array of insurance lines and geographic locations.

The Numbers on Crawford

With a market capitalization of $524 million, the company is a small one. Currently priced at $9.57 per share, with a P/E of 8.94 and a book value of $2.67, investors are...

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