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Manager Disclosure Document

Crabtree Asset Mgmt

Investment Adviser

Investment portfolio

Crabtree Asset Mgmt Crabtree Technology

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  • Strategy
    Stock selection
Sharpe ratio
0.78

365 days

Manager performance
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13.1%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. 3 small-cap, tech stocks that thrill me

    23 March 2015

    A trio of companies that look like potentially promising investments.

  2. An Apple car? Why not? 23 February 2015
  3. China plays rough with Microsoft and Qualcomm 11 February 2015
  4. What you missed: Twitter, RadioShack, jobs, and volatility 9 February 2015
  5. How Sony got its groove back 6 February 2015

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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.