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International Innovation November 02, 2022

By Steven Vannelli, CFA in Knowledge Leaders, Markets, Portfolio Management

Investors in innovation tend to focus on the US exclusively, and some of that is for good reason as the US spends more than any other country on research and development. But there are many innovative companies outside the US that spend substantial sums on…

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Spotlight LHC Group: Innovating Home Health Care October 26, 2022

By Knowledge Leaders Team in Knowledge Leaders

LHC Group provides home health care services to patients in the United States, including post-acute, therapy, and hospice care. The firm also runs 124 residential facilities serving patients who have transitioned out of a hospital but whose conditions remain too severe to go home. Based…

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In recent reports, we’ve been highlighting that innovation—as a factor represented by R&D as % of sales—has stopped underperforming and it is selling for an attractive valuation. We used the S&P 500, Russell 2000 and other off-the-shelf indexes. Today we will highlight one of our…

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Spotlight Jack Henry: Empowering Financial Freedom October 19, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Monett, Missouri, Jack Henry makes an extensive array of financial technologies and services that connect banks to the people and businesses they serve. With a mission to help empower financial freedom, Jack Henry serves the two-thirds of the American population that is not…

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S&P 500 Innovation Leaders vs. Followers October 18, 2022

By Steven Vannelli, CFA in Knowledge Leaders, Markets

While many perceive the S&P 500 Index to be a broad innovation-heavy index, in a way it is and in a way it isn’t. It is an innovation-heavy index in so far as aggregate R&D investments total $478.8 billion, but it isn’t so innovation-heavy in…

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