Knowledge Leaders Capital is a US-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. The Knowledge Leaders investment products seek to transform these excess returns into portfolio alpha for investors. Knowledge Leaders Capital is creator, designer and manager of the Knowledge Leaders Strategy, Knowledge Leaders Indexes, investment products and separate accounts. Learn more about the academic foundations of the strategy here: Knowledge Effect
The Knowledge Leaders 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. The companies that pass our quantitative Knowledge Leaders screen comprise the Knowledge Leaders Indexes, the first indexes designed to capture the Knowledge Effect. We look for the best opportunities among Knowledge Leaders for investment by our actively managed products.
Steven Vannelli, CFA
Founder, CEO & CIO
Jill Rakowski
Chief Operating Officer
Shawn Paulk
Head of Distribution
Bryce Coward, CFA
Deputy CIO & Portfolio Manager
Jessica Kardos
Trader & Operations Manager
Amy Reardon
Head of Marketing & Communications
June 18, 2018 October 24, 2017 March 17, 2017 August 29, 2016 The information presented here is for informational purposes only and should not 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. Any links included will provide direct access to other internet resources, including websites. While we believe these links are to reliable sources, Knowledge Leaders Capital has no control over the accuracy or content of information on these sites. The entirety of the commentary is included in the linked sites referenced above. Subscribe to Email Updates By submitting this form you acknowledge our privacy/data collection policy. Trending Now WHITE PAPER: > Moneyball Investing: Winning the Loser’s Game NEWS: > Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets ANALYSIS: WE ARE HIRING: Knowledge Leaders Blog Tweets by @KLCapital !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?’http’:’https’;if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+”://platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”); © 2019 Knowledge Leaders Capital, LLC – All rights reserved | 370 17th Street, Suite 4930, Denver, Colorado 80202 | 303.763.1810 | info@klcapital.com
September 10, 2018
First Live Test of Market Anomaly Confirms Academic Research: Knowledge Effect Delivered Excess Returns in the Stock Market
August 13, 2018
A New Superfactor, the Investment Case for Knowledge
Knowledge Leaders Promotes Bryce Coward to Deputy Chief Investment Officer
June 6, 2018
Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets
Knowledge Leaders ETF Surpasses $100 Million in Assets
Gavekal Capital is now Knowledge Leaders Capital – a letter from our CEO
December 12, 2016
50 Twitter accounts for investors to follow in 2017
Gavekal Capital Adds New Knowledge Leaders Indexes
May 11, 2015Kurzweil Accelerating Intelligence: The Knowledge Effect – Excess Returns of Highly Innovative Companies
September 17, 2014Gavekal Capital Unveils New Innovation Indexes
August 14, 2014WSJ names Gavekal Capital in “50 Financial Twitter Feeds You Must Follow”
2017
Firm rebrands to Knowledge Leaders Capital, an independent US Registered Investment Advisor
2016
Founder Steven Vannelli acquires majority interest in the firm
2015
Firm Launches Knowledge Leaders Developed World ETF (KLDW)
2014
Firm introduces Knowledge Leaders Indexes, the first family of indexes designed to track highly innovative companies
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
> A New Super Factor, the Investment Case for Knowledge
> Knowledge Leaders ETF Marks 3-Year Milestone, Continues Record of Outperformance
> What We Know, What We Think and What We Are Unsure Of
> Data Analyst
