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Gavekal Capital Daily Financial Markets Interactive Chart Wrap February 24, 2016

By Knowledge Leaders Team in Knowledge Leaders, Markets

This week: Quarterly Conference Calls January 20, 2016

By Knowledge Leaders Team in Knowledge Leaders, News

Portfolio Manager Steve Vannelli will host two quarterly conference calls to update investors on recent performance and outlook for the Gavekal Knowledge Leaders investment products. A US mutual fund call will take place tomorrow, January 21 at 4:15pm ET. On Friday, January 22 at 2pm…

Today at 4:15pm ET: Knowledge Leaders Indexes Quarterly Conference Call October 15, 2015

By Knowledge Leaders Team in Knowledge Leaders

The Gavekal Knowledge Leaders Indexes continue to outperform benchmarks and actively managed funds. You’re invited to dial in to today’s quarterly index conference call. Steve Vannelli will discuss recent performance and updates from September’s rebalance. Call details: Add Event Today, Oct. 15 at 4:15pm ET Dial-in: 877.515.8156 …

White paper: Smart Beta 2.0, A Disruptive Innovation October 01, 2015

By Steven Vannelli, CFA in Knowledge Leaders, Portfolio Management

There is a new battlefront in the money management business. New smart beta ETFs are entering the market to compete against actively managed mutual funds. These funds will be formidable competition, offering the possibility of superior performance — traditionally the province only of actively managed…

Global Equity Internals: We Haven’t Seen These Readings Since 2011 September 02, 2015

By Steven Vannelli, CFA in Markets

Highlights The majority of our technical indicators are exhibiting readings not seen since the fall of 2011. Currently only 10% of developed market stocks and 9% of emerging markets stocks are above the 50-day moving average. Performance is still tilted in favor of developed companies…

Five Reasons Now is the Time to Hold Equities August 28, 2015

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

After the recent correction, many investors are asking how to respond in their portfolios. I’m recommending clients hold on to equity exposure, even consider increasing it. Below, I run through my case. Reason 1: Valuations For the first time since 1956, the dividend yield on…

Is There a Relationship Between Innovation and Stock Price? — A Killer Innovations Interview August 18, 2015

By Knowledge Leaders Team in Knowledge Leaders

Last week, Steve Vannelli was a guest on Killer Innovations Radio, a show about ideas, creativity and innovation — where leading innovators discuss how to go from ideas to breakthroughs. He discussed a few companies that make the cut as Knowledge Leaders, some on their way out…

Quarterly Update & Outlook: Gavekal Knowledge Leaders Indexes August 03, 2015

By Steven Vannelli, CFA in Knowledge Leaders

We’re pleased to present our first quarterly commentary on the Gavekal Knowledge Leaders Indexes, the intellectual property behind our new strategic beta products. As a data driven firm, we spend significant time working with data, from sourcing it to scrubbing it to identify Knowledge Leaders,…

Growth Or Value Leadership Depends on Fed Policy June 19, 2015

By Steven Vannelli, CFA in Markets

The last few years have been good for growth stocks, but I think there is another observation underneath the surface as well. Growth and value leadership has pivoted on Fed policy the last five years. In the chart below, I plot the relative performance of…

Competitive Dynamics in the US Fund Management Industry June 12, 2015

By Steven Vannelli, CFA in Portfolio Management

ETF Trends reported the other day that total ETF assets under management are expected to double by 2020, translating into roughly $740 billion per year of flows into ETFs (link to story here). If we look at just equity related ETFs, the growth dynamic is…

Disclosures

The information presented here is for informational purposes only and is not to 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. Hyperlinks may be included in this message that provide direct access to other internet resources, including web sites. While we believe these links are to reliable sources, Knowledge Leaders Capital (“KLC”) has no control over the accuracy or content of information contained on these sites. Although we make every effort to ensure such links are accurate, up to date and relevant, we have no control over pages maintained by external providers. The views expressed by these external providers on their own web pages or on external sites they link to are not necessarily those of Knowledge Leaders Capital.

The information provided on this blog is for illustrative or example purposes only and should not be construed as KLC’s opinion or investment outlook. As of the most recent quarter end, the named companies may have been held by KLC. For full information including additional policies and full disclosures, please visit our website: KnowledgeLeadersCapital.com.

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. The performance of client account may vary from the Index performance. Index returns shown are not reflective of actual investor performance nor do they reflect fees and expenses applicable to investing.

Companies are selected for “Spotlights” based on high levels of innovation activities in their respective industries and illustrate innovation being employed across all sectors and geographies. Spotlight selection is separate from stock selection by the investment team. Spotlights are not necessarily representative of investment opportunities and can be selected regardless of investment performance or inclusion as a KLC holding.