Investment Strategies

Spartan Long/Short Equity Strategy

Spartan manages the Spartan Long/Short Equity Strategy (the “Strategy”) which is an all capitalization hedged equity strategy that invests primarily in the technology, consumer, industrial, energy and health care sectors. The Strategy’s objective is to produce long-term compound returns superior to broad market averages with less volatility.  The Strategy employs an opportunistic approach to invest in high quality, mid-to-large cap companies trading at attractive valuations that possess the following: market leading business characteristics, strong competitive advantages, attractive and predictive business models, financial strength and a history of exceeding financial/operational objectives. The Strategy is managed with a fundamental, research-intensive approach that builds a portfolio of “best ideas” and focuses on risk before reward. The inception date of the Strategy was October 2017.

Spartan Tactical Long Strategy

Spartan manages the Spartan Tactical Long Only Strategy which is an all capitalization tactical long-only strategy that seeks to mirror the long portfolio of the Spartan Long/Short Equity Strategy.  Like the Spartan Long/Short Equity Strategy, this strategy is managed with a fundamental, research-intensive approach that builds a concentrated portfolio of best ideas.  While typically 80-100% invested, Spartan will utilize cash if needed to manage market risk and volatility. 

Spartan Managed Accounts

Spartan has access and can offer differentiated, alternative investments, such as private credit, private equity and real estate, through a managed account platform with Charles Schwab.  Partners and Investors interested in these strategies but do not have access can utilize Spartan as an Advisor to access an investment solution in this asset class.  Charles Schwab has a very competitive product lineup of alternative investments that Spartan can offer for its clients.