After our recent quarterly “Has Innovation Bottomed?” CEO and CIO Steven Vannelli was invited to be a guest on ARK Invest’s For Your Innovation Podcast. In this episode, Steve discusses the long history of intangible capital and its importance in valuing innovative companies (45 min).
Link to podcast ep. 159 | Video for podcast ep. 159 on YouTube
As of 9.30.22 the following securities mentioned in this podcast were held in the Knowledge Leaders Strategy and the rest were not: Qualcomm, LAM Research and Synopsis. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any securities or investment strategies.