Investment Products
All portfolios are constructed from our proprietary universe of Knowledge Leader companies.
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Knowledge Leaders
Developed World ETF
A diversified sampling of the most liquid innovative companies in North America, Europe and Asia. Seeks capital appreciation in an all-equity active ETF.
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KL Allocation Fund
Highly active mutual fund allocated to three asset classes: the stocks of highly innovative companies, fixed income and cash. Seeks long-term capital appreciation with an emphasis on capital preservation.