FOLLOW US


GaveKal Capital is a US registered investment advisory firm that has created the GaveKal Knowledge Leaders Indexes and manages the GaveKal Knowledge Leaders Strategy.

Knowledge Leaders are the world’s most innovative companies. They possess deep reservoirs of intangible capital as a result of their history of investing in knowledge-intensive activities like research and development. These companies have competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Their unique attributes often are invisible in the stock market due to conservative accounting standards that distort their record of innovation.

GaveKal Capital identifies Knowledge Leaders through a proprietary process that treats intangible investments differently, recognizing that intangible spending is an investment in a company’s future. Our proprietary model adjusts a company’s financial history to capitalize these investments, thus revealing a different perspective on highly innovative companies. We have created the GaveKal Knowledge Leaders Indexes, the first index family designed to track the world’s leading innovators.

We offer the actively managed GaveKal Knowledge Leaders Strategy in multiple products for global investors. For US investors, we offer the GaveKal Knowledge Leaders Mutual Fund (NASDAQ: GAVAX, GAVIX) and separately managed accounts. For non-US investors, we offer the GaveKal Knowledge Leaders UCITS Fund (Bloomberg: GAVPLAT).



The GaveKal Knowledge Leaders Indexes are the first index family designed to track the world’s leading innovators, according to our research.
© 2014 Gavekal Capital, LLC. All rights reserved.
Text, graphics, content or photos may not be reproduced without explicit permission. See Privacy Policy and Disclosures. Website by Pite Creative.
Any links contained within are independent and will be published in their entirety.