Spartan Equity- Spartan helmet against a black background

Spartan Equity’s Competitive Edge

We strive to outperform in upmarkets and to create positive returns in down markets

Volatility is our friend. We like big moves, either up or down

The Investment Manager believes our competitive advantage lies in over 40 years of investment experience and, after over a quarter century in Washington, D.C., a deep understanding of how changes in Fiscal, Monetary and Regulatory policy affect investor psychology, the economy and financial markets.

Success using a ‘macro’ trading approach requires years of market analysis experience. In the past four decades, we’ve weathered every financial crisis, so we’re keenly aware of what affects markets, how to identify opportunity, how to navigate uncertainty and, perhaps most importantly, how to identify and avoid investment risk.

We evaluate investment opportunities and risks based on economic forecasts, interest rate and currency outlooks, fiscal and monetary policy, momentum and price action. 

Our Strategy

Fund objective:

Provide a source of non-correlated returns, capitalizing on investment opportunities in both up and down markets, and generate significant returns over buy and hold strategies. 

Our values

Our core values are focus, conviction, discipline and integrity that are driven by vision and mission.

FOCUS

We are laser-focused on market dynamics, macroeconomics, and both market and individual securities momentum to identify high conviction investment opportunities and entry points. 

CONVICTION

We only enter investments that “fit” our investment process where we are convinced that there is a very high probability of success. 

INTEGRITY

We value and operate our firm with honesty, even when the truth is inconvenient. We value and respect our investors’ life experiences and appreciate the trust they’ve placed in us. We strive to be good and responsible stewards of their wealth. We adhere to strongly held moral and ethical principles. We keep our promises. 

DISCIPLINE

We’ve honed our investment strategy and process over the past 40+ years, during periods of market melt-downs, rabid bull markets, war and a pandemic. We understand what works and what doesn’t, and we adhere to the rules we developed that have served our investors well over time. 

Our values

FOCUS

We are laser-focused on market dynamics, macroeconomics, and both market and individual securities momentum to identify high conviction investment opportunities and entry points.

CONVICTION

We only enter investments that “fit” our investment process where we are convinced that there is a very high probability of success.

INTEGRITY

We value and operate our firm with honesty, even when the truth is inconvenient. We value and respect our investors’ life experiences and appreciate the trust they’ve placed in us. We strive to be good and responsible stewards of their wealth. We adhere to strongly held moral and ethical principles. We keep our promises. 

DISCIPLINE

We’ve honed our investment strategy and process over the past 40+ years, during periods of market melt-downs, rabid bull markets, war and a pandemic. We understand what works and what doesn’t, and we adhere to the rules we developed that have served our investors well over time. 

Our investment philosophy

Spartan Equity was created based on the philosophy that you should avoid substantial losses to ultimately grow and preserve sustainable wealth. This is accomplished by being poised for market volatility, to clients’ benefit, whether the economic cycles are up or down.

“This is not about buying and holding. This is about managing to the moment.” 

01

We believe that an in-depth understanding of the macroeconomy, and the forces that drive it — fiscal, monetary and regulatory policy and market psychology — provide a competitive edge to determining not only the direction of trades but also the size that should be traded.

We apply a (continuously updated) macroeconomic outlook — this overlay guides our investment decision making. We analyze various macroeconomic factors to determine the most likely market direction over the next 6 to 12 months.

We will trade more aggressively in the direction of our overlay and less aggressively when trading contrary to our overlay. Spartan’s investment strategy seeks to capitalize on macroeconomic and geopolitical trends. 

02

We believe that momentum in markets and securities is a powerful engine that drives superior performance and contributes to risk mitigation.

We are momentum traders — momentum investing holds that trends can persist for some time and that it’s possible to profit by staying with a trend until its conclusion, no matter how long that may be.

Momentum investing involves placing long positions in any financial instrument showing upward-trending prices and placing short positions in assets with downward-trending prices. 

03

We believe avoiding large losses is integral to superior performance.

We prioritize risk management — the process of identifying, analyzing, and reducing the potential for uncertainty or loss in our investment decisions. 

Volatility is our friend

Standout Result or Remark from the Testimonial

Bill Geiger of Spartan Equity-Financial Consulting Services, Investment Expert

As Seen & Heard On

Bill Geiger of Spartan Equity-Financial Consulting Services, Investment Expert

As Seen & Heard On