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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.
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.
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.