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

  • Address
  • 2260 Sargent Avenue
  • Saint Paul
  • Minnesota
  • 55105

Crabtree Asset Mgmt

Crabtree Asset Management invests in growing technology companies. Barry Randall is the firm’s founder and Chief Investment Officer. He has more than 20 years of professional investing experience.

Barry spent five years as a technology stocks analyst and 10 years managing funds that include small-cap growth and technology portfolios as large as $650 million. Prior to earning his MBA in 1993, he spent six years as a professional computer programmer.

He earned a Wall Street Journal Category King award for portfolio management in 2006.

As of December 31, 2012, Morningstar rated the Crabtree Multi-Cap Technology Composite, of which the strategy offered at Covestor is a component, as having four stars (out of five) overall for the trailing 3-year period.

In addition, Barry is a frequent contributor to the Wall Street Journal’s MarketWatch and has been quoted in Bloomberg Businessweek, Fox Business News, E-Commerce Times and TheStreet.com.

Crabtree Asset Management was founded in 2008 and is headquartered in Saint Paul, Minnesota.

Investment process

Barry regularly scans a universe of 1,100 potential holdings for possible investment ideas. He typically looks for companies that consistently generate cash, are increasing their market share and are executing their operational and financial plans.

His stock purchases have sometimes become takeover targets. Since he first offered the Crabtree Technology investment model in 2009, some of Crabtree’s holdings have been acquired in M&A transactions.

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.

Strategy
Stocks
Sharpe ratio
2.94 365 days
Performance
41.1% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Tech bubble trouble? June 01, 2017

    Tech valuations still remain pretty reasonable

  2. Profile Picture The trouble with tech IPOs March 27, 2017
  3. Profile Picture Trumpian winners January 27, 2017
  4. Profile Picture Trump world December 06, 2016
  5. Profile Picture Blinded by SolarCity September 23, 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.