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
1.09 365 days
19.3% 365 days
Risk score
  • 1% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Trump world 6 December 2016

    Tech bellwethers may face trouble with visas in Trump era

  2. Profile Picture Blinded by SolarCity 23 September 2016
  3. Profile Picture Uber's uber-valuation 24 July 2016
  4. Profile Picture 3 tech stocks you need to own 31 May 2016
  5. Profile Picture A video game ETF? Save your quarters 4 April 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.