Prior to founding Lear Investment Management he was a Partner and Portfolio Manager with a Dallas based investment firm. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines.
Together with our recent receipt of Morningstar's 5-star rating, our presence on the SMArtX platform provides additional momentum as we broaden efforts to provide Advisors and their clients with an innovative, results-driven approach to investing in this challenging market environment.27 June 2019