Senior Analyst & Portfolio Associate
Investment Analyst
Investment Analyst
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 |