Crabtree Asset Mgmt Profile Picture
  • Education University of Texas at Austin, McCombs School Of Business; U Mass Amherst
  • Qualifications MBA
  • Investment Experience 20 years
  • Founded 2009
  • Company Name Crabtree Asset Mgmt
  • Website
  • Blog
  • 2260 Sargent Avenue
  • Saint Paul
  • Minnesota
  • 55105
  • Linkedin linkedin.com
  • Company website.
Manager Disclosure Document

Crabtree Asset Mgmt

Investment Adviser

Investment portfolio

Crabtree Asset Mgmt Crabtree Technology

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
1.86

365 days

Manager performance
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30.5%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Tech stocks pull back: What to do? Nothing.

    16 April 2014

    Tech stocks have simply retreated from all-time highs. Why panic?

  2. Smartphones: Like cigarettes, only better 15 April 2014
  3. Is the Nasdaq signaling another tech wreck? 10 April 2014
  4. Envisioning Bitcoin's future 27 March 2014
  5. When Bad Guidance is Good News 19 March 2014

show more

Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 subscription minimum is the minimum subscription 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.