knowledge leaders Tag

Spotlight: Diageo, Toasting New Continents of Consumers

04 Jun, by Knowledge Leaders Team in Knowledge Leaders

If you don’t know the name Diageo, that’s because Diageo wants it that way. This Knowledge Leader would prefer you to know the names Johnnie Walker, Smirnoff, Baileys, Captain Morgan, Tanqueray and Guinness, the group it calls its “Global Giants,” representing 41% of the firm’s...

Customer Franchise, the Most Valuable Asset: Here is How to Value It

23 May, by Knowledge Leaders Team in Knowledge Leaders, News

“Subscribers Are the New, New Thing in Business” declared The Economist (April 11, 2018). The magazine says that “Subscription models are seen by many investors and executives as the holy grail, because they promise a recurring stream of revenue…. The attractions of subscription businesses are obvious. Firms...

Spotlight: The Secret of Chevron’s Permian Dominance

04 May, by Knowledge Leaders Team in Knowledge Leaders

A recent report by The Wall Street Journal identified a new generation of supercomputers as the fuel behind Big Oil’s “digital arms race to find oil and trim costs.” Indeed, make a quick visit to the websites of most of the Supermajors  – that’s BP,...

This week: Quarterly Conference Calls

20 Jan, by Knowledge Leaders Team in Knowledge Leaders, News

Portfolio Manager Steve Vannelli will host two quarterly conference calls to update investors on recent performance and outlook for the Gavekal Knowledge Leaders investment products. A US mutual fund call will take place tomorrow, January 21 at 4:15pm ET. On Friday, January 22 at 2pm...

Quarterly Update & Outlook: Gavekal Knowledge Leaders Indexes

03 Aug, by Steven Vannelli, CFA in Knowledge Leaders

We're pleased to present our first quarterly commentary on the Gavekal Knowledge Leaders Indexes, the intellectual property behind our new strategic beta products. As a data driven firm, we spend significant time working with data, from sourcing it to scrubbing it to identify Knowledge Leaders,...