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

  • Address
  • 2260 Sargent Avenue
  • Saint Paul
  • Minnesota
  • 55105

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Investment portfolio

Crabtree Technology is a science and technology, long-only equity model. Our holdings are determined via a highly disciplined quantitative methodology, emphasizing cash flow and market share. Holdings are re-balanced quarterly. Our goal is to generate alpha over quarters and years.

Strategy
Stocks
Sharpe ratio
2.55 365 days
Performance
37.8% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

Portfolio commentary

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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.