Capture the Knowledge Effect in your portfolio


Gavekal Knowledge Leaders Strategy

The Gavekal Knowledge Leaders Strategy seeks to transform the Knowledge Effect into portfolio alpha. The strategy identifies Knowledge Leaders, or highly innovative companies, through a proprietary process that measures a company’s investment in its future growth. Knowledge Leaders possess deep reservoirs of intangible capital as a result of their history of investing in knowledge-intensive activities like R&D, brand development and employee education. Our proprietary model adjusts a company’s financial history to capitalize these investments – reversing the conservative accounting rule that renders a company’s innovation activities invisible in the stock market – and reveals the companies with the greatest knowledge intensity. The companies that pass our quantitative Knowledge Leaders screen comprise the Gavekal Knowledge Leaders Indexes, the first indexes designed to capture the Knowledge Effect. We look for the best opportunities among Knowledge Leaders for investment by our actively managed products. 

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It’s always a good time to improve the quality of your portfolio.

During the one-on-one due diligence process, our investment team may be able to offer ideas on how to optimize total portfolio results. Using custom client parameters, we analyze ideal combinations of actively managed mutual funds, low cost index funds and strategic beta ETFs with the goal of reducing fees, reducing risk and increasing total portfolio performance. Financial professionals only please. Request a private conversation