Technology
Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the NYSE Arca Technology 100 Index. The strategy seeks companies that consistently meet three criteria that Barry calls the Crabtree Attributes: Potential investments must
a) consistently generate cash,
b) hold on to or increase their market share, and
c) do so while executing on their operational and financial plans.
Investment methodology
Research
chevron_rightBarry has used the same screens for over 17 years to find his potential investments. His screening process measures cash flow, changes in market share and looks for signs of business model execution. Stocks that he thinks possess the Crabtree Attributes are subject to additional fundamental analysis. The Crabtree Technology portfolio is rebalanced once every quarter using this unbiased, disciplined process
Approach
chevron_rightAllocation discipline
chevron_rightSell discipline
chevron_rightExceptions
chevron_rightStrategy
Stocks
Inception
Oct 04, 2011
Annualized return (inception)
16.50%
Portfolio risk score
Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.
Management fee
0.75%
Minimum investment
$30,000
Estimate your costs
All costs shown are estimated and consist of the annual management fee applicable to the specific portfolio displayed. We compute the annual management fee applicable to your investments daily and charge it to you monthly in arrears or in conjunction with a withdrawal.
On a daily basis, the applicable fee associated with each portfolio you invest in will be applied to the end-of-day gross market value of your investment in that portfolio and the resulting amount will be divided by 365. At the end of each month, you will be charged a fee made up of the sum of all daily fees calculated during that month for each portfolio investment. The more assets you invest in a given portfolio with us, the higher the amount of the annual fee charged to you.
No trading commissions apply to trading in any of the portfolios due to the IBKR-LITE commissions structure we have selected for all of your clients. For portfolios including ETFs, additional expense ratios will need to be paid to the ETF issuer and they are not included in this calculation.
Performance Chart
All performance information is of the Portfolio Manager account, net of management fees.
All performance information is of the Portfolio Manager account net of management fees, and not of any investing client accounts.
Actual client returns will differ based on client-specified security exclusions, client cash flow behavior (investments and divestments), and trading restrictions placed on client accounts by brokerage.
The management fees applicable to Interactive Advisors proprietary portfolios are actually charged to
the Interactive Advisors accounts managing those portfolios, whereas the management fees applicable to
Portfolio Manager portfolios are applied retroactively as simulated fees to the Portfolio Manager account returns (as
Interactive Advisors does not manage or control these accounts) for purposes of this net-of-fees performance presentation only.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are
provided for illustrative purposes only.
This information was calculated up to Oct 17, 2025.
Metrics
Performance
The performance table shows the returns over various time periods, including the time periods that are clickable on the chart, calendar years and also the Since inception (annualized) performance which is the year over year growth rate of portfolio asset value.
| Last 30 days | 0.6% |
| Last 90 days | 9.5% |
| Last 365 days | 17.8% |
| Last 5 years | 91.8% |
| Last 10 years | 296.5% |
| Since inception (Oct 04, 2011) | 754.2% |
| Since inception (annualized) | 16.5% |
| 2025 (YTD) | 13.9% |
| 2024 | 15.0% |
| 2023 | 14.0% |
| 2022 | -14.9% |
| 2021 | 29.5% |
| 2020 | 29.9% |
| 2019 | 26.9% |
| 2018 | -8.5% |
| 2017 | 32.8% |
| 2016 | 19.9% |
| 2015 | -4.0% |
| 2014 | 8.1% |
| 2013 | 47.5% |
| 2012 | 18.8% |
Risk metrics (last 365 days)
The risk metrics table is only present for portfolios with more than a 365 day track record which is needed to meaningfully compute the summary risk metrics.
You can learn more here.
| Volatility | 24.2% |
| Sharpe ratio | 0.55 |
| Sortino ratio | 0.84 |
| Maximum drawdown | -26.9% |
| Value-at-risk (95%, 1 week) | -5.6% |
Manager
Crabtree Asset Management
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 stock analyst and 10 more years managing mutual funds that focused on small-cap and technology stocks. He has experience managing mutual funds and separately managed accounts as large as $650 million. Prior to earning his MBA in 1993, he spent six years as a professional computer programmer.
Barry earned a Wall Street Journal 'Category King' award for his co-management of a small cap mutual fund in 2006. As of December 2024, Morningstar rated the Crabtree Small-Cap Growth composite, of which the Crabtree Small Cap Growth strategy offered at Interactive Advisors is a component, as having Five Stars for 3-Year, 5-Year, 10-year and Overall performance. Barry has been quoted regularly in Forbes, US News & World Report, TheStreet.com and E-Commerce Times. He has appeared on CNBC, Bloomberg TV and Fox Business News.
Crabtree Asset Management LLC was founded in 2008 and is headquartered in Saint Paul, Minnesota.
Investment process
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Get invested
Disclosures
Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.
This portfolio was launched on Interactive Advisors on October 04, 2011, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.
All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.
In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.
Important information
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