• Fri. Oct 8th, 2021

SPEAR Invest launches SPEAR Alpha ETF (SPRX), an industrial technology fund

ByVanessa J. Bennet

Aug 4, 2021

NEW YORK, August 4, 2021 / PRNewswire / – SPEAR Invest, a women-led asset manager focused on industrials and industrial technology, today announced the launch of its first ETF. The SPEAR Alpha ETF (NASDAQ: SPRX), an actively managed fund backed by in-depth proprietary research, provides targeted exposure to investments in industrial technologies.

SPEAR’s unique value proposition is derived from hands-on research from primary sources, using their extensive network of industry participants to speak directly with company management to gain primary insight into their business model and their financial tracking sheets. The research process may also include participating in court hearings, engaging remedial experts, and uncovering major accounting issues to exploit opportunities.

With an in-depth understanding of all supply chains, SPEAR’s underlying strategy is based on advanced research that focuses on finding and identifying sector and sub-sector potential, but also on l ” review of stocks that present a risk of underperformance. For example, when other asset managers invest in direct beneficiaries of a trend that often becomes crowded (like Tesla), SPEAR seeks to invest in the largest electric vehicle supply chain that incorporates copper mines. and lithium, companies that supply electrical components, charging stations, and simulation and design software.

“As an actively managed fund, it is important to stress that while SPRX invests in innovative industrial technologies, we believe that the real value lies in finding opportunities under the radar throughout the supply chain” said Ivana Delevska, founder and fund manager. . “The fund is based on a strategy based on primary research in an area which may have significant and underestimated favorable winds over the next 5 years.” Specifically, SPRX seeks to provide comprehensive and cost-effective exposure to long-term established secular themes (environmental focus, digitization of manufacturing, and robotics) as well as emerging themes (photonics, space exploration, and AI). “In addition, relocation is having an impact on this sector, as domestic manufacturing is experiencing a revival helped by government support and new technologies,” says Delevska.

Designed to be a basic position, the SPRX strategy has a starting universe of around 120 stocks which are then divided into around 12 compartments (each sub-sector therefore has around 10 companies) and among these, the fund manager picks 2-3 that meet the top of their criteria, resulting in a list of around 25 investment opportunities. In its selection criteria, in addition to the dynamics of the end market and financial performance factors, SPEAR takes into account liquidity, the management team and ESG (Environmental, Social and Governance) factors. SPRX’s total expense ratio is 0.75%.

About SPEAR Invest

SPEAR Invest (Spear Advisors LLC) is an SEC-registered asset manager specializing in investments in industrial and industrial technology supply chains. Our company follows a fundamentals-oriented approach to investing and our products aim to generate compound returns based on superior stock selection. For more information, please visit https://spear-invest.com/

Before investing, you should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other information is contained in the prospectus or summary prospectus which may be obtained by (by calling 1-833-340-7222 or by visiting https://spear-invest.com/. Please read the prospectus or summary prospectus carefully before investing.

Investing involves risks, including possible loss of capital.

The fund invests in growth companies based on future earnings which may be more volatile if earnings fall below expectations. Investing in value companies that remain disadvantaged or undervalued for long periods of time can have a negative impact on the performance of the fund.

Companies in the industrial sector such as technology can be adversely affected by changes in government regulations, world events, economic and environmental conditions. These companies are vulnerable to rapid changes in product cycles, obsolescence and competition, which can negatively affect growth and profit margins. Since SPRX is not diversified and may invest in a higher percentage of its assets in these companies, market or economic factors affecting those companies which are highly dependent on technological advancements could have a major impact on the value of the investments of the Funds.

The application of ESG (Environmental, Social, Governance) sustainability criteria to the investment process may exclude the securities of certain issuers for reasons other than investment and, therefore, the Fund may forgo available market opportunities.

The Fund is recently organized and has a limited history on which to base an investment decision.

Foreside Fund Services, LLC, distributor

For media inquiries, contact: Catherine frick, Arro Financial Communication; Phone. 925-324-0241 e-mail: [email protected].


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