knowledge leaders Tag

Knowledge Leaders Continued Their Outperformance In May

03 Jun, by Bryce Coward, CFA in Knowledge Leaders

Highly innovative companies outperformed again in May, continuing a streak that has been going on for quite awhile now. Whether in the developed markets or emerging markets, Knowledge Leaders have outperformed the broad DM and EM benchmarks over the last month, quarter, YTD, 1-year and...

An Investigation Into Corporate Investments

05 May, by Knowledge Leaders Team in Portfolio Management

Profitability and investment are inextricably linked through time. A company's investment decisions today will ultimately drive its profitability level tomorrow.  The fruits of a company's investment decisions eventually show up in profitability metrics such as free cash flow margin, operating cash flow margin, and return...