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Manager Disclosure Document

Crabtree Asset Mgmt

Investment Adviser

Investment portfolio

Crabtree Asset Mgmt Crabtree Technology

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  • Strategy
    Stock selection
Sharpe ratio
0.54

365 days

Manager performance
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9.2%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Why you should pay attention to the gaming industry

    28 January 2015

    New consoles and hit titles have revived gaming industry.

  2. Revisiting my 3D printing takedown 23 January 2015
  3. Your investing portfolio and...football? 15 January 2015
  4. The most popular posts of 2014 1 January 2015
  5. Why I still like Verizon 17 December 2014

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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.