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THE INVESTMENT STRATEGY OF CRABTREE ASSET MANAGEMENT

Crabtree Asset Management utilizes an investment strategy that has been developed over the past decade and a half. It has been proven to generate alpha over periods of time measured in quarters and years. Let us look at our strategy from two perspectives:

  1. What we look for in a stock;

  2. How we assemble a portfolio of stocks.

Let's start with what we look for in a stock.

Next: What we look for in a stock
 

© 2013 Crabtree Asset Management®. "Crabtree Asset Management" and "Crabtree Fund" are registered trademarks of Crabtree Asset Management LLC. Crabtree Asset Management is a Registered Investment Adviser. All relevant policies, procedures, regulations and licensing information is available from the appropriate regulatory agency or from the adviser. Please read and consider this information before making any investment decision.

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