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
Jill Rakowski
Chief Operating Officer
Shawn Paulk
Head of Distribution
Brian Clark
Senior Analyst & Portfolio Associate
Amy Reardon
Head of Marketing & Communications
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 |