Instruments-Controls, Electronics, Industrial
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.
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Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential. Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase. The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.
The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.