AXS Investments to Acquire Knowledge Leaders Capital - Knowledge Leaders Capital

AXS Investments to Acquire Knowledge Leaders Capital

October 04, 2023

By Steven Vannelli, CFA in Knowledge Leaders, News

We’re delighted to share some firm news today:

AXS Investments to Acquire Knowledge Leaders Capital, Adding Unique ETFs and Industry Pioneers to its Growing Team

NEW YORK, Oct. 4, 2023 /PRNewswire/ — AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is today announcing that it has entered into a definitive agreement to acquire Knowledge Leaders Capital (KLC), the firm that first identified “the Knowledge Effect” – the tendency of highly innovative companies to generate excess returns in the stock market – and created the first investment methodology designed to capture those excess returns. As part of this transaction, AXS will be acquiring the Knowledge Leaders funds and key members of the KLC team will be joining AXS in senior roles, including KLC’s CIO Steven Vannelli, CFA. Read more.

We are so excited about the future, and we want to thank our blog readers for sharing our fascination with innovation and Knowledge Leaders all these years. Watch this space for updates about the future of the blog and where to find our research.

With questions, please contact me directly.

–Steve

Print Friendly, PDF & Email

Tags > innovation, Knowledge Leaders Capital. AXS Investments

Archives

Disclosures

The information presented here is for informational purposes only and is not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. Some investments are not suitable for all investors, and there can be no assurance that any investment strategy will be successful. Hyperlinks may be included in this message that provide direct access to other internet resources, including web sites. While we believe these links are to reliable sources, Knowledge Leaders Capital (“KLC”) has no control over the accuracy or content of information contained on these sites. Although we make every effort to ensure such links are accurate, up to date and relevant, we have no control over pages maintained by external providers. The views expressed by these external providers on their own web pages or on external sites they link to are not necessarily those of Knowledge Leaders Capital.

The information provided on this blog is for illustrative or example purposes only and should not be construed as KLC’s opinion or investment outlook. As of the most recent quarter end, the named companies may have been held by KLC. For full information including additional policies and full disclosures, please visit our website: KnowledgeLeadersCapital.com.

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. The performance of client account may vary from the Index performance. Index returns shown are not reflective of actual investor performance nor do they reflect fees and expenses applicable to investing.

Companies are selected for “Spotlights” based on high levels of innovation activities in their respective industries and illustrate innovation being employed across all sectors and geographies. Spotlight selection is separate from stock selection by the investment team. Spotlights are not necessarily representative of investment opportunities and can be selected regardless of investment performance or inclusion as a KLC holding.