SPEAR is an SEC registered asset manager specializing in investments in industrial and industrial technology supply chains.

Our business applies a fundamentally driven investment approach, and our products are aimed at compounding returns based on superior stock selection.

We invest in both growth companies and value ideas that offer unique opportunities underappreciated by investors. The products offer alpha generation potential uncorrelated to traditional investment strategies.


SPEAR employs fundamental research and financial analysis through a supply chain focused approach.

To identify the investment universe, SPEAR performs top-down research identifying idiosyncratic opportunities across different industrial supply chains benefiting from strong secular themes.

To form a differentiated view on a specific opportunity, SPEAR employs a rigorous investment process that includes understanding of the company’s competitive positioning, history of generating returns for investors, and quality of the management team.


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

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