Knowledge Leaders

Knowledge Leaders Continue To Outperform Knowledge Followers September 29, 2014

Posted by Knowledge Leaders Team in Knowledge Leaders

We have introduced our knowledge leader concept to our readers over the past few weeks (click here, here, here and here for more information). Today, we thought we would check in on how knowledge leaders (i.e. leading, innovative firms with a deep intangible capital reservoir) have done relative to knowledge followers (i.e.

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GaveKal Capital Unveils New Innovation Indexes September 17, 2014

Posted by Knowledge Leaders Team in Knowledge Leaders

Firm Launches First Strategic Beta-Style Index Family to Track World’s Leading Innovators DENVER, Colo., September 17, 2014 – GaveKal Capital today introduced the GaveKal Knowledge Leaders Indexes, the first family of indexes designed to track the world’s leading innovators.

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Stock Of The Day – Danaher (DHR) February 03, 2014

Posted by Knowledge Leaders Team in Knowledge Leaders

As repeat readers of our blog are probably aware we view the world through an intangible-adjusted lens. We aim to make financial statements for all 1600+ companies in the MSCI World Index more informative, useful, and transparent by properly accounting for intangible investments.

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Knowledge Leaders: Swiss Materials Stocks January 17, 2014

Posted by Knowledge Leaders Team in Knowledge Leaders

Materials was the second worst performing sector over the last year in the MSCI Europe: Swiss materials companies, however, have managed somewhat more respectable performance over the same time period: When we look at the individual companies on a long term, relative strength basis, some positive (or potentially positive) patterns emerge.Holcim’s stock price is nestled

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European Energy Sector Performance December 20, 2013

Posted by Knowledge Leaders Team in Knowledge Leaders

Unless there is a strong turnaround over the next ten days, stocks in the European Energy sector will be the worst performers (and the only sector to decline) over the last year: Of the two Energy companies that pass our Knowledge Leaders screen, relative performance does not look as though it is about to improve

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