Knowledge Leaders

Earnings Don’t Matter! December 06, 2017

Posted by Knowledge Leaders Team in Knowledge Leaders

Our long-time readers are familiar with the work of Professor Baruch Lev of the NYU Stern School of Business, whose research forms the basis for the Knowledge Leaders investment strategy. In his decades-long study of financial records, Lev first discovered a link between a firm’s…

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Quarterly Strategy Update: Dynamic Undercurrents October 19, 2017

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

Since the start of this year, the US Treasury market is signaling a scenario of rising growth expectations and falling inflation expectations, as reflected by the various components that comprise interest rates. In this quarter’s strategy update, Portfolio Manager Steven Vannelli, CFA, explores the following:…

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Quarterly Strategy Update: Structural Rotation July 20, 2017

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

This quarter, we look at two important structural changes that appear to be underway: a normalization in US and European monetary policy and a normalization in crude oil inventories. We expect these two trends to have important ramifications for equity sector leadership trends. In addition, we expect…

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