Investment Products

 

KL Allocation Fund
Global Balanced Strategy

 

Knowledge Leaders
Developed World ETF

Global Equity Strategy

 

Managed Accounts
Global Balanced & Equity Strategies

Capture the Knowledge Effect in your portfolio

Investment Philosophy & Strategy

The Link Between Highly Innovative Companies and Outperformance (2:37)

How an Accounting Error Created a Market Anomaly (3:30)

How We Identify Knowledge Leaders (3:04)

A New Lens for Looking at the World’s Investment Opportunities (2:17)

What is the Knowledge Effect?

The Knowledge Effect is the tendency of highly innovative companies to generate excess returns in the stock market. It is proven by decades of academic research. 


Learn more about this market anomaly.

New from the Investment Team

Knowledge Leaders Strategy

An overview of our investment
strategy and products.

Our strategy seeks to transform the Knowledge Effect into portfolio alpha. We identify Knowledge Leaders, or highly innovative companies, by measuring a company’s investment in its future growth. Knowledge Leaders possess deep reservoirs of intangible capital as a result of their history of investing in knowledge-intensive activities like R&D, brand development and employee education. Developed by founder Steven Vannelli and based on decades of academic research, our proprietary model adjusts a company’s financial history to capitalize these investments and reveal the companies with the greatest knowledge intensity. 

White Papers


How we seek to outperform
by losing less than the market

 

The academic foundations
of this market anomaly

 

Company Research

The semiconductor era is powering innovation and change not experienced since the industrial revolution. When we talk about investing in highly innovative companies, most people think of tech stocks. But did you the digital revolution is driving companies to lead their industries in every sector and geography in the world?

 

View Our Company Research