Crabtree AM Profile Picture
Manager Disclosure Document

Crabtree Asset Mgmt

Investment Adviser

Investment portfolio

Crabtree Asset Mgmt Crabtree Technology

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.25

365 days

Manager performance
0.00801,-0.00359,-0.00371,-0.00001,0.00133,-0.01457,0.00754,0.00689,-0.00540,-0.01225,0.00449,0.00630,0.00986,-0.00954,-0.01540,-0.00963,0.01849,-0.01783,0.01180,0.00061,-0.00876,-0.01453,0.00630,0.00914,-0.01332,-0.01290,0.01976,-0.02527,-0.03179,-0.00501,0.00654,0.01181,0.00794,0.00422,0.01472,0.01876,-0.00986,0.02221,0.00191,0.00371,0.02229,-0.00485,0.00366,0.02096,0.00358,-0.00153,0.00058,0.00388,-0.00420,0.00356,-0.00193,0.00717,-0.00550,0.00481,-0.01020,0.00737,-0.01289,0.00516,0.00132,0.00759,0.00274,0.00969,-0.01017,-0.02094,0.01411,0.01246,-0.00121,0.01293,-0.01612,0.01510,-0.02353,0.00760,-0.01130,-0.00925,-0.00613,0.02032,0.01645,0.00037,0.01129,0.00199,0.00580,0.00687,-0.00272,-0.00542,-0.00649,-0.00729,-0.01601,-0.01780,0.00985,0.02301,-0.00721,-0.00285,0.00240,-0.00450,-0.01522,0.01933,-0.00231,-0.00853,0.01736,-0.00114,0.00460,-0.00425,-0.00364,0.01062,-0.02404,0.00979,0.02137,-0.00045,0.01279,0.00077,-0.00597,0.00940,0.00205,0.01498,0.00508,-0.00183,-0.00075,0.00247,0.00697,-0.00645,0.00816,0.00148,0.00522,-0.00964,0.01510,-0.01269,-0.00334,0.00440,-0.01597,0.00576,-0.01215,0.00403,0.01090,-0.00556,0.00550,-0.00129,0.00970,0.00153,0.00856,0.00351,-0.00085,-0.02878,-0.00179,0.00679,0.01496,-0.00173,0.00012,0.00298,0.00405,-0.00324,0.01072,0.00144,0.00406,-0.00156,-0.00577,0.00780,-0.00098,-0.01960,0.01095,0.00352,0.00485,0.00105,-0.00664,-0.00789,0.00544,-0.01086,-0.02380,0.01454,0.00535,-0.01438,-0.00288,0.00616,0.00426,0.00091,-0.00731,0.00722,0.01055,-0.00096,0.00629,-0.00290,-0.00124,-0.00175,-0.00261,-0.01155,0.01079,0.00186,-0.00447,0.00285,0.00034,0.01557,-0.01206,0.00515,-0.01161,-0.00560,0.01246,0.00354,-0.00144,-0.00574,0.00093,-0.00020,0.01235,-0.00460,0.00566,0.00294,-0.01054,-0.00629,-0.00840,-0.02564,0.00535,0.00163,-0.00759,0.00000,-0.00691,-0.00382,-0.01383,0.00103,0.01507,0.00740,0.00564,-0.01097,0.00498,-0.00514,-0.00719,-0.00448,-0.00422,-0.00573,-0.01809,-0.01228,0.00974,0.00753,0.00156,-0.00100,-0.00712,-0.01020,0.01277,-0.01553,-0.00406,0.01840,-0.01846,0.00012,-0.00352,0.00687,0.00550,-0.01102,0.00707,-0.02283,-0.01051,-0.03362,-0.00339,0.02786,0.01482,0.00863,-0.00588,-0.02633:#0c3557:Manager -0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911,0.02440,0.00073,-0.00828,-0.02953:#c8c8c8:S&P_500
-4.3%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Ferrari IPO: Red cars and red flags

    5 August 2015

    Ferrari's low-volume strategy raises questions about growth.

  2. Apple, Google and the rise of Godzilla tech stocks 24 July 2015
  3. A skeptic's take on tech darling GoPro 8 June 2015
  4. Hey America: Cheer Up! 13 May 2015
  5. 3 small-cap, tech stocks that thrill me 23 March 2015

show more

Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.