Call 1.866.825.3005 for more information
- 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
http://www.crabtree-am.c… -
Blog
http://www.linkedin.com/… - 2260 Sargent Avenue
- Saint Paul
- Minnesota
- United States
- 55105
-
linkedin.com
- Company website.
Crabtree Asset Mgmt
Investment Adviser
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
-
Crabtree AM Crabtree Technology
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Sector Focus
Performance-
6.3%90 day
-
27.1%365 day
Avg. Sub.-
5.7%90 day
Monthly vs S&P5003.4% 12 months
Important Information
1. Performance of the model 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 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.