Spear Advisors

Overview

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.

We believe a strategy based on fundamental analysis is the best way to invest actively and that we all deserve access to this level of elite asset management.

That’s why we started Spear. With our funds, whether you have $100 million or just a few hundred, you can take advantage of the same high-end strategies that private hedge funds and wealthy investors use.

Learn more about our funds and see how you can do more than passively track the market.