Knowledge Leaders

Gavekal Capital, LLC is now Knowledge Leaders Capital March 17, 2017

Posted by Steven Vannelli, CFA in Knowledge Leaders

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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Q&A with Peter Zeihan, Part 2: Three New Wars March 13, 2017

Posted by Knowledge Leaders Team in Economy, Knowledge Leaders, News

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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Quarterly Strategy Update April 27, 2016

Posted by Knowledge Leaders Team in Economy, Knowledge Leaders, Markets

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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This week: Quarterly Conference Calls January 20, 2016

Posted 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…

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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 …

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