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Why The SVB Collapse Is Positive For Industrial Technology

Ivana Delevska profile picture
Ivana Delevska


  • SVB collapse, consequences, and implications for technology.
  • Role of productivity improvement in addressing inflation.
  • What we learned from industrial tech earnings - identifying focus areas within our macro framework.

Main microchip on the motherboard


The collapse of the Silicon Valley Bank (SIVB) ("SVB") rattled the markets, but the consequence are yet to be felt. In this report, we dive deeper into why we believe this is a systemic problem and why it creates a positive

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This article was written by

Ivana Delevska profile picture
Ivana Delevska is the Founder and CIO of SPEAR Invest and Portfolio Manager of the Spear Alpha ETF (SPRX).Prior to founding SPEAR, Ms. Delevska spent 10 years on the buy-side at several long/short hedge fund platforms: Tiger Management, Millennium Management, Citadel Asset Management, and 5 years on the sell-side at Deutsche Bank as a Vice President and Gordon Haskett as a Director covering Multi-Industry companies. Ms. Delevska graduated from the University of Chicago with a BA in Economics.SPEAR Invest specializes in fundamental research and investments industrial technology.

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