Managed Accounts

Capture the Knowledge Effect in your portfolio


Investment Strategy

The Knowledge Leaders Strategy seeks to transform the Knowledge Effect into portfolio alpha. The investment process uses a proprietary methodology based on decades of academic research to capture the excess returns of highly innovative companies.


SMA Strategies

We currently manage two Knowledge Leaders strategies for separately managed accounts.

Knowledge Leaders Global Equity Strategy

A long-only, fully-invested global equity strategy focused on
foreign and domestic Knowledge Leader companies.

Knowledge Leaders Global Allocation Strategy

A long-only foreign and domestic equity, fixed income and cash strategy
in which equities are focused on Knowledge Leader companies.


For information please contact:

Shawn Paulk
Head of Distribution