Thoughtful investing for long-term thinkers
Funds built for people who look further. See value better. Subscribe to our newsletter and stay current with our latest research
Spear is a fundamental asset manager specializing in industrial technology.
Do more than passively track the broader market. Adding a thoughtfully managed product to your portfolio can help you capture more upside in the long run.
How we invest
Spear’s analysis method examines a company’s value chain and finds changes that could offer overlooked opportunities. The research process is rigorous: surveying customers, assessing financials, analyzing the quality of the leadership team, and uncovering differentiated products and untapped markets.
The most suitable investment for the most significant impact isn’t usually what’s in vogue. We gain an edge by paying attention where others aren’t. The opportunities uncovered aren’t just good for your returns but also good for the world. Spear builds products for people who care about where their investments go.
Investment Themes
Enterprise
Digitalization
Manufacturing companies are undergoing an end-to-end digital transformation enabled by cloud migration, 5G connectivity, and edge computing
Automation
and Robotics
Innovation in robotics and automation is driving manufacturing costs lower, increasing adoption and new applications
Artificial
Intelligence (AI)
AI and deep learning are finding significant industrial applications from predictive maintenance to machine vision
Environmental Focus
and Decarbonization
ESG focus is driving accelerated change in many industrial supply chains
Photonics and
Additive Manufacturing
Photonics applications have the potential to revolutionize manufacturing processes creating meaningful operational benefits
Space
Exploration
Lower launch cost and new availability of off-the-shelf hardware technology are transforming a bureaucratic, government-run end market
Our Products
Exchange Traded Funds (ETFs)
Special Purpose Vehicles (SPVs) provide exposure to specific securities that we believe offer outsized return potential.
Separately Managed Accounts (SMAs) are aimed at providing institutional investors and family offices exposure to the industrial and industrial technology sectors
