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Manager Disclosure Document

Crabtree Asset Mgmt

Investment Adviser

Investment portfolio

Crabtree Asset Mgmt Crabtree Technology

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  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
1.13

365 days

Manager performance
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18.4%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Will the iWatch move the dial for Apple's bottom line?

    16 July 2014

    The latest rumor is that Apple will roll out an iWatch that will cost $300. What does it mean for investors?

  2. Don't let 'disruption' disrupt your investing 14 July 2014
  3. Shutterfly: When a company is for sale but not yet sold 11 July 2014
  4. Not every online investment manager is a robo-adviser 30 June 2014
  5. The virtue of short term thinking 18 June 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.