Crabtree Asset Mgmt Profile Picture

Crabtree Asset Mgmt

Investment Advisor

Crabtree Asset Management was founded by Barry Randall, who serves as the firm's Chief Investment Officer. Mr. Randall has worked in the financial services business for 18 years, and has been a professional portfolio manager since 2000. He has specialized in technology during that time and earned a Wall Street Journal Category King award for portfolio management in 2006.

Investment process

Crabtree Asset Management employs a highly disciplined, quantitative strategy to manage the Crabtree Fund. A universe of 1000 potential holdings is regularly searched for companies possessing fundamental attributes of alpha generation.

Company background

Crabtree Asset Management was founded in 2008. We are a Registered Investment Adviser and serve as the manager of the Crabtree Fund. We are headquartered in Saint Paul Minnesota.


Investment models

Model commentary

  1. Facebook has potential as an e-commerce platform

    17 May 2012

    They'll monetize it by allowing smaller companies to build businesses on top of their database.

  2. Facebook's pointless IPO fear 14 May 2012
  3. In search of the tech plays the quant models miss 8 May 2012
  4. Zillow's potential in the real estate space remains big 19 April 2012
  5. The real deal behind Google's new class of stock 18 April 2012

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Important Information

Important Information

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

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

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