Last week, Intel executives took the stage in San Francisco to report to an audience of analysts, investors and media that Moore’s Law is alive and well. What does this have to do with our investment process and the Knowledge Effect? Everything. Moore’s Law and…
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In a market experiencing the largest pullback since the election, investors are rightly looking for places to hide. At present, according to our work, the US energy sector is the only truly oversold sector. In our technical work, when a group reaches less than 20%…
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I’m delighted to share some firm news: as of today, we are Knowledge Leaders Capital. Independently owning and operating an investment advisory has been my dream since interning at my father’s firm in the early 1990s. I founded this advisory firm in 2006, in Denver,…
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We recently met with geopolitical strategist Peter Zeihan to discuss world events since the American election and his new book, “The Absent Superpower: The Shale Revolution and a World without America.” In the book, Peter credits energy and resource innovations with reshaping the global geopolitical…
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In the year 1900 New York City was home to one horse for every five people. Horses played a key role in society from transportation to manufacturing to employment. Think of all the employment that revolved around the horse industry: people were needed to feed,…
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We recently met with geopolitical strategist Peter Zeihan to discuss world events since the American election and his new book, “The Absent Superpower,” released last month. In the book, Peter credits energy and resource innovations with reshaping the global geopolitical environment. He predicts by 2019,…
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In our new quarterly update report, Portfolio Manager Steven Vannelli, CFA, discusses the investment team’s recent analysis on two topics, including: 1. New portfolio opportunities. Huge innovation in the energy sector – and the US Shale Revolution specifically — has manifested into new portfolio opportunities. The US…
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We recently visited Professor Baruch Lev in his office at NYU Stern School of Business to discuss his new book, The End of Accounting. Our long-time readers will be familiar with Lev’s work, which forms the basis for our Knowledge Leaders investment strategy. In his…
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This quarter, we explore the hypothesis that the modern era of Ricardian growth has ended. We further explore what this means for asset allocation and which types of stocks in particular should do well in this Ricardian hangover. Download our First Quarter 2016 Strategy &…
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Review: Over the last week or so we’ve been highlighting how factor investing is not as cut and dry as advertised. The traditional simple factors (value, size, momentum, quality, low volatility) sometimes work and sometimes don’t so investors are left to make educated guesses about…
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In thinking about the long-term performance characteristics of the Knowledge Factor we were reminded of a quote from one of our favorite movies, “Christmas Vacation”. Readers who are familiar with this movie surely remember the scene in which Clark Griswold, played by Chevy Chase, having…
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As markets narrow amid stress in the commodities and banking areas (see our recent post on the narrowness of markets) we wanted to point out that there has been one saving grace for equity investors, which is quality companies. In all but two sectors (energy and…
Read MorePortfolio 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…
Read MoreThe 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 …
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