University of Texas at Austin, McCombs School Of Business; U Mass Amherst


Investment Experience
20 years


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.

Sharpe ratio
2.67 365 days
38.8% 365 days
Risk score
  • 1% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture The trouble with tech IPOs March 27, 2017

    Why the tech IPO process has become a glorified lottery

  2. Profile Picture Trumpian winners January 27, 2017
  3. Profile Picture Trump world December 06, 2016
  4. Profile Picture Blinded by SolarCity September 23, 2016
  5. Profile Picture Uber's uber-valuation July 24, 2016
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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.