Investor Summary

Ivana Delevska founded Spear Advisors LLC in 2021 after spending over a decade as a Senior Analyst at prestigious long/short hedge fund platforms including Citadel Asset Management, Millennium Management, Tiger Management, and Davidson Kempner Capital Management. She began her career at JP Morgan in the Mergers and Acquisitions Group and holds a BA in Economics from the University of Chicago (2006). Her extensive buy-side experience across multiple market cycles provides the analytical foundation for Spear's concentrated investment approach in breakthrough technology companies.

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Fund Strategy

Spear focuses on identifying underappreciated opportunities across value chains that benefit from secular themes including Enterprise Digitalization, Automation & Robotics, AI, Energy Transition, Photonics and Additive Manufacturing, and Space Exploration. The research process involves rigorous analysis through customer surveys, financial assessments, leadership team evaluation, and identification of differentiated products and untapped markets. The opportunities uncovered are designed to deliver strong returns while contributing positively to societal advancement through technological innovation.

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FUND PERFORMANCE AS OF 30th September 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- -3.5% -