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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
0.11

365 days

Manager performance
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1.9%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. IBM's struggles in the cloud computing era

    21 October 2014

    IBM's earnings miss reflects its challenges from cloud services.

  2. GT Advanced bankruptcy is a stark risk reminder 9 October 2014
  3. 5 tech IPOs from hell 26 September 2014
  4. Alibaba IPO: 3 risks investors should know 18 September 2014
  5. This can make a technology stock attractive to investors 10 September 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.