STRATEGY

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:

    • What we look for in a stock; 
    • How we assemble a portfolio of stocks.

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