Sizing up Coupa, Snowflake and Zscalerīefore we get into the case for these three companies, we want to give you some quick stats as a comparison. She also shared in this clip how SPEAR tries to understand deeply the digital supply chain of the companies that can create alpha. And we’re trying to determine what vendors they’re using, what processes they’re implementing, and that is how we generate most of our investment ideas.” So what we try to do is speak to these firms and assess who is at the leading and who is at the lagging end of this digital transformation. So whether this is 5G connectivity, innovation in the software stack, increasing compute speeds, all of these are major technological advancements that are impacting traditional manufacturers. I’ve spent the past 15 years covering this space and what we’ve seen over the past five years is technology changes that are really driving fundamental shifts in industrial manufacturing processes. “My background is in industrial’s research and industrial technology investments. SPEAR is a newly launched female-led firm that does deep research into the supply chain to uncover underappreciated industrial tech firms in some pretty interesting and emerging sectors, as shown above.Ĭomparisons to Cathie Wood’s Ark fund may be inevitable, but Delevska described the objectives and strategy of SPEAR as follows: Let’s start with some background on this new exchange-traded fund. She is a longtime equity analyst with a background in both long and short investing. To do so, it’s our pleasure to welcome Ivana Delevska, founder and chief investment officer of SPEAR Alpha, a new, research-centric exchange-traded fund focused on industrial technology.
In this Breaking Analysis, we shine the spotlight on three companies that may be candidates for a buy-the-dip strategy over the next three to five years. Should you avoid some of the highfliers that are richly valued with eye-popping multiples? Or should you continue to buy the dip? And if so, which companies that capitalized on the trends from last year will see permanent shifts in spending patterns that make them a solid long term play? The question on investors’ minds is where to go from here. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital – that is, remote work, online commerce, data-centric platforms and certain cybersecurity plays and 2) already had the cloud figured out. Buying the dip has been an effective strategy since the market bottomed in early March last year.
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