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
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.

Two Knowledge Leaders SMA Strategies are available on Interactive Brokers

Interactive Brokers ® is a trademark of Interactive Brokers LLC. Supporting documentation for any claims and statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations. Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.  Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Knowledge Leaders Capital, LLC.  Interactive Brokers provides execution and clearing services to customers.  None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

UMA Strategies

Knowledge Leaders Strategies are now available at SmartX Universal Managed Account Platform.

SMArtX Advisory Solutions provide advisors, home offices, and asset managers with tailored solutions designed to bring the advisory industry into the modern age of investment technology.  It also powers SMArtX’s off-the-shelf turnkey asset management platform with tools and functionality to streamline investment operations and manage client portfolios at scale.

Contact

For information please contact:

Shawn Paulk
Head of Distribution
spaulk@klcapital.com
704.844.6844