Knowledge Leaders

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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Spotlight ABB Group: Electrifying Industry Everywhere September 23, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Based in Switzerland, ABB Group makes products for electrification (like breakers and switches), robotics and motion, industrial automation, and power grids plus the software behind the scenes that runs them. The firm’s chief goal is to push the boundaries of technology and embed sustainability into…

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Spotlight KION Group: Forklifting the Future of Supply Chains September 17, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Headquartered in Frankfurt, Germany, KION Group is one of the world’s leading makers of forklifts, warehouse equipment, and associated integrated automation technologies. The company was founded in 2006 when Linde AG merged its truck business with STILL and OM under the umbrella of KION Group….

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Spotlight Interpump: Pumping Profits September 16, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Italy’s Interpump is the world’s largest producer of pumps used in high-pressure cleaners for surfaces like ships, car washes and tooling machines, and also for cutting asphalt, stone, cement and metal. It is also the world’s largest manufacturer of pumps and cylinders for hydraulic systems…

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Spotlight Demant: Advances in Aural Health September 14, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Demant was founded in 1904 when Hans Demant began importing hearing aides to the Danish town of Odense to bring sound to his hearing impaired wife Camilla. The company expanded into the next generation with the help of son William Demant and began producing its…

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Spotlight HeidelbergCement: Cementing a Carbon-Neutral Future September 14, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

For 150 years, HeidelbergCement’s products have been used to build houses, traffic routes and commercial and industrial facilities. Because of its role as one of the largest manufacturers of building materials in the world, the firm takes a leadership position in the industry’s responsibility to…

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