Knowledge Leaders Capital

An independent, employee-owned, asset management firm

About Us

Knowledge Leaders Capital is a Registered Investment Advisor based in Denver, Colorado. The firm identified the Knowledge Effect – the tendency of highly innovative companies to generate excess returns in the stock market — and created the first investment methodology that seeks to capture those excess returns. Knowledge Leaders Capital is creator, designer and manager of the Knowledge Leaders Strategy, investment products and separate accounts.

Our Team

Steven Vannelli, CFA

Founder, CEO & CIO
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Jill Rakowski

Chief Operating Officer
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Shawn Paulk

Head of Distribution
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Brian Clark

Senior Analyst & Portfolio Associate

Amy Reardon

Head of Marketing & Communications
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Austin Mann

Investment Analyst


Thomas Nemechek

Investment Analyst

Firm History

2021

Knowledge Leaders Capital joins SmartX platform for unified managed accounts

2020

Knowledge Leaders Capital becomes 100% employee owned

2017

Firm rebrands to Knowledge Leaders Capital, an independent Registered Investment Advisor

2016

Founder and Chief Investment Officer Steven Vannelli acquires majority interest in the firm

2015

Firm Launches Knowledge Leaders Developed World ETF (KLDW)

2010

Firm launches KL Allocation Fund (GAVAX, GAVIX)

2006

Based on academic research, Steven Vannelli creates first Knowledge Leaders models for adjusting company financial statements to account for intangible investments

2006

Founder Steven Vannelli establishes Gavekal Capital in Denver, Colorado