Ivana Delevska - Investment Thesis for Industrial Technology Stocks

1:00:54
 
Share
 

Manage episode 333062693 series 3039185
By Pierre Daillie. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

There's a race going on in the industrial sector to modernize, technologize, compete, as well as de-carbonize.

Ivana Delevska, Chief Investment Officer, SPEAR Invest, joined us to discuss the her investment thesis and strategy, underlined by her firm's research that following roughly 5 years of underinvestment, industrial companies have significant capital expenditures in front of them to catch up on, which will lead to greater adoption of industrial technology. We get into the important developments that may make for some outsized opportunities in both the industrial and technology sectors, in the not so distant future.

Ms. Delevska is the Founder and CIO of SPEAR. She founded the Advisor in 2021 after spending 14 years evaluating and investing in industrial and industrial technology companies.

Ms. Delevska spent four years covering Multi-Industry companies at Deutsche Bank as a Vice President (2017-2018) and Gordon Haskett as a Director (2018-2021). Prior to that time, she spent 10 years as a Senior Analyst on the buy-side at several long/short hedge fund platforms: Tiger Management, Millennium Management, Citadel Asset Management, and Davidson Kempner.

Ivana started her career at JP Morgan in the Mergers and

Acquisitions Group. She graduated from the University of Chicago in 2006 with a BA in Economics.

=========================================

Where to find Ivana Delevska and SPEAR Invest:

=========================================

Ivana Delevska on Linkedin

Ivana Delevska on Twitter

SPEAR Invest for up to date holdings and prospectus

=========================================

Where to find the Raise Your Average crew:

=========================================

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

=========================================

"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.

Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

123 episodes