Knowledge Leaders

Reflation and Rotation April 20, 2021

Posted by Steven Vannelli, CFA in Knowledge Leaders, Markets, Portfolio Management

In this Q1 2021 slide presentation of our quarterly strategy report, we discuss the following topics: -The level of speculative activity in markets this year has been extreme in our view. More money has come into world stock markets in the last 5 months than…

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Spotlight Richemont: Luxury Brands, Gen Z-Style April 06, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Switzerland’s Richemont was founded in 1988, after being spun off from the Rembrandt Group by Johann Rupert, who remains chairman today. The luxury products group’s 25 “maisons” or houses, are united in the firm’s quest for creativity, innovation and excellence. In addition to luxury brands…

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Spotlight LVMH: Bernard Arnault’s Luxury Empire March 29, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group. Made up of 75 product “maisons,” or houses, including wine and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and other retail including Paris department store Le Bon Marché, the…

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Spotlight DeNA: Embracing the User’s Point of View March 25, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Pronounced “D-N-A,” this Knowledge Leader was founded in 1999 by three Tokyo entrepreneurs seeking to establish an online auction site. Today the company operates a broad range of mobile and online services including online shopping, mobile auctions, social networks and game platforms. DeNA attributes the…

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Spotlight BHP: Embracing Technology to Clean Up Mining March 12, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Melbourne, Australia, BHP is the world’s No. 1 mining company. Formed in the mid-1800s from two small mining companies, BHP is the result of a merger between Broken Hill Properties (BHP), which began as a silver, lead and zinc mine in Broken Hill,…

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Spotlight South32: A Bias Toward Base Metals March 05, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Australian metals miner South32 is a 2015 BHP Billiton spinoff named to reflect the southern latitude where most of its assets are located. In its new iteration, South32 has a bias toward developing its business in “base” metals, those metals considered common and therefore non-precious,…

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