Knowledge Leaders

Spotlight TechnologyOne: SaaS Down Under February 17, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Brisbane, Australia, TechnologyOne is Australia’s leading enterprise software company. The firm’s flagship product is an enterprise resource planning software platform called the SaaS platform–SaaS being short for “software as a service.” The benefit of SaaS is there is no hardware or software to…

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Spotlight Seiko Epson: Deep Roots in Electronic Printing February 14, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Seiko Epson makes printers and printing solutions for everywhere from the home to office to large industrial settings, projectors and smart glasses, manufacturing robots, sensors, powders and films for semiconductor and automotive factories, and, last but not least, classic Seiko watches. Founded in 1941 in…

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Spotlight Recruit: The Ribbon Model February 11, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Recruit Group delivers the digital meeting spaces of choice for matching individuals and business clients. Founded in 1960, in Tokyo, Japan, the firm’s first project launched a job-hunting magazine that created an open job market connecting new college graduates with corporations. Since then, the firm…

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Spotlight Ulvac: The Ultimate Vacuum Technology January 31, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Japan, Ulvac makes vacuum devices and instruments for manufacturers in the semiconductor, electronics, chemical, pharmaceutical and food industries. Founded in 1952 as an importer of vacuum equipment—for which it hoped to spearhead widespread adoption in Japan–today Ulvac is a global leader in vacuum…

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Spotlight Hoya: Eyes on the Future January 21, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Hoya is a global leader in the specialized glass used in eyeglass lenses, health care, and electronics products. The firm was founded in 1941 when brothers Shoichi and Shigeru Yamanaka set up a factory in the city of Hoya, Japan, with a plan to make…

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Spotlight Kurita: Water as Breakthrough Technology January 12, 2022

Posted by Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals. Since its founding in 1949, when the firm began making chemicals to manage sediment buildup in boilers, Kurita Water has been at work innovating to solve water and…

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Forward Thinking: 2022 January 06, 2022

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

In this quarter’s strategy report, Forward Thinking 2022, we discuss the following: -US economic growth is expected to be quite robust in 2022, despite the disruptions from the Omicron variant. Capital spending is expected to lead economic growth, which makes sense as companies invest in…

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Spotlight Tokyo Electron: Shifting Left December 01, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Since its founding in 1963, Tokyo Electron has been accumulating the technological expertise it builds on to deliver industry-leading production equipment in two product categories: semiconductors and flat panel displays. In a recent statement, the firm’s CEO observed that 2020 was a year marked not…

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Spotlight Shimano: Spinning the Future November 29, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Bicycle components leader Shimano was founded in 1921, when 26-year-old Shozaburo Shimano borrowed a single lathe and set up a small ironworks shop in Osaka, Japan. Deciding they were the most complex component to produce, Shimano began by making bicycle freewheels, those round spiked wheels…

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Spotlight ALS: Getting Under the Surface of Global Testing November 23, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Recognized globally as one of the largest analytical test, measurement and inspection service providers, Australia’s ALS conducts environmental monitoring, food and pharmaceutical quality assurance, mining, minerals and commodities certification, and equipment maintenance. For example, ALS’s labs perform the analysis that identifies Salmonella and Listeria outbreaks…

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Spotlight GEA Group: Processing Half of All Beer on Earth September 29, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

GEA is one of the largest global suppliers of food processing technology, building the machinery, plants, processes and systems that help producers deliver food to people. GEA aims to be the partner-of-choice in each industry it serves, including food, beverage, chemical, pharma, dairy and marine….

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