Knowledge Leaders

Spotlight Solvay: Chemical Progress Through Science and Humanity May 28, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress. Founder Ernest Solvay, who believed mankind’s progress would be driven by science and took a humanitarian view on corporate growth, would have approved….

Spotlight Dometic: Cooling, Heating, Eating & Drinking On the Go Since 1922 May 26, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Based in Stockholm, Sweden, Dometic makes accessories for mobile living, including in RVs, boats, campers and outdoor life. This year for example, it launched Delibox, the first temperature-controlled food delivery box created to solve the No. 1 complaint from people who order in: food arriving…

Spotlight Wienerberger AG: Smarter, Affordable Construction for a New World May 21, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

The Wienerberger Group makes building products for infrastructure, new construction, and renovations with a focus on enabling energy-efficient, healthy, climate-friendly, affordable living. The firm aims to help make the building process smarter and more efficient through its innovations in digital services and prefabrication. For example,…

Reflation and Rotation April 20, 2021

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

In this Q1 2021 slide presentation of our quarterly strategy report, we discuss the following topics: -The level of speculative activity in markets this year has been extreme in our view. More money has come into world stock markets in the last 5 months than…

VIDEO 4 of 4: A New Lens for Looking at the World’s Investment Opportunities (2:17) April 15, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders, Portfolio Management

By reversing an accounting error, we identify Knowledge Leaders across the world. Steve and Bryce give a brief tour of what innovation leadership looks like and where we find investment opportunities in every region and all 11 economic sectors. [video_popup url=”https://www.knowledgeleaderscapital.com/Downloads/KnowledgeLeadersVideo48004.mov” img=”https://www.knowledgeleaderscapital.com/wp-content/uploads/2021/02/VideoScreenShot4.png”] A New Lens…

VIDEO 3 of 4: How We Identify Knowledge Leaders (3:04) April 15, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders, Portfolio Management

Steve and Bryce describe our process for correcting the obstruction created by current accounting standards. We track down innovation investments in company financial statements, reverse the error, and create a new intangible-adjusted financial history that we use to screen for the Knowledge Leaders that form…

VIDEO 2 of 4: How an Accounting Error Created a Market Anomaly (3:30) April 15, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders, Portfolio Management

The nature of corporate investing has changed, with a greater than ever focus on intellectual property. In this video, Steve and Bryce describe how an outdated accounting rule renders these investments practically invisible, making it difficult to tell the difference between the Knowledge Leaders who…

VIDEO 1 of 4: The Link Between Highly Innovative Companies and Outperformance (2:37) April 15, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders, Portfolio Management

The digital revolution has changed the economics of every industry in every region of the world, creating a growth engine for the last half century and inadvertently, a market anomaly by which highly innovative companies tend to deliver excess returns in the stock market. This…

Spotlight Richemont: Luxury Brands, Gen Z-Style April 06, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Switzerland’s Richemont was founded in 1988, after being spun off from the Rembrandt Group by Johann Rupert, who remains chairman today. The luxury products group’s 25 “maisons” or houses, are united in the firm’s quest for creativity, innovation and excellence. In addition to luxury brands…

Spotlight LVMH: Bernard Arnault’s Luxury Empire March 29, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group. Made up of 75 product “maisons,” or houses, including wine and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and other retail including Paris department store Le Bon Marché, the…

Spotlight Christian Dior: Embracing Change in Every Maison March 26, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

The Christian Dior Group was founded in 1946 by Christian Dior, who started his haute couture brand in a Paris townhouse where the company still has its headquarters. Since then, the company has purchased LVMH and a long list of luxury brands to form the…

Spotlight DeNA: Embracing the User’s Point of View March 25, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Pronounced “D-N-A,” this Knowledge Leader was founded in 1999 by three Tokyo entrepreneurs seeking to establish an online auction site. Today the company operates a broad range of mobile and online services including online shopping, mobile auctions, social networks and game platforms. DeNA attributes the…

Spotlight TopBuild: Insulating the Future with Knowledge March 18, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Based in Daytona Beach, Florida, TopBuild is the No. 1 installer of insulation to the U.S. residential construction business, and today the firm is at work in more than 40 percent of new housing starts. Until 2015, TopBuild operated as a subsidiary of Masco, with…

Spotlight LP Building Solutions: Engineering the Future of Homebuilding March 17, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Now branded as LP Building Solutions, the company formerly known as Louisiana-Pacific is a global leader of engineered wood products for building homes. Its biggest and fastest-growing product lines are called SmartSide and Oriented Strand Board, both panels for siding and sheathing in new home…

Spotlight BHP: Embracing Technology to Clean Up Mining March 12, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

An autonomous truck like those used by BHP in mining operations, credit: Komatsu

Headquartered in Melbourne, Australia, BHP is the world’s No. 1 mining company. Formed in the mid-1800s from two small mining companies, BHP is the result of a merger between Broken Hill Properties (BHP), which began as a silver, lead and zinc mine in Broken Hill,…

Disclosures

The information presented here is for informational purposes only and is not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. Some investments are not suitable for all investors, and there can be no assurance that any investment strategy will be successful. Hyperlinks may be included in this message that provide direct access to other internet resources, including web sites. While we believe these links are to reliable sources, Knowledge Leaders Capital (“KLC”) has no control over the accuracy or content of information contained on these sites. Although we make every effort to ensure such links are accurate, up to date and relevant, we have no control over pages maintained by external providers. The views expressed by these external providers on their own web pages or on external sites they link to are not necessarily those of Knowledge Leaders Capital.

The information provided on this blog is for illustrative or example purposes only and should not be construed as KLC’s opinion or investment outlook. As of the most recent quarter end, the named companies may have been held by KLC. For full information including additional policies and full disclosures, please visit our website: KnowledgeLeadersCapital.com.

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. The performance of client account may vary from the Index performance. Index returns shown are not reflective of actual investor performance nor do they reflect fees and expenses applicable to investing.

Companies are selected for “Spotlights” based on high levels of innovation activities in their respective industries and illustrate innovation being employed across all sectors and geographies. Spotlight selection is separate from stock selection by the investment team. Spotlights are not necessarily representative of investment opportunities and can be selected regardless of investment performance or inclusion as a KLC holding.