About Gavekal Capital

Gavekal Capital identified the Knowledge Effect and created the first investment methodology to capture the excess returns of highly innovative companies. Gavekal Capital is creator and designer of the Gavekal Knowledge Leaders Strategy, indexes and investment products.

Investment Team

Steven Vannelli, CFA
Managing Director & CIO
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Jennifer Thomson
Portfolio Manager, Europe
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Eric Bush, CFA
Portfolio Manager, North America

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Bryce Coward, CFA
Portfolio Manager, Asia
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Marketing Team

Shawn Paulk
Head of Distribution
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Alexandria Adamchak
Director of Advisor Sales
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Jordan Weber
Marketing Specialist
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Operations Team
  

Jill Rakowski
COO & Compliance Officer
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Jessica Kardos
Trader & Operations Manager
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News

June 4, 2015

Gavekal Knowledge Leaders UCITS Fund Receives 5-Star Morningstar Rating™

 September 17, 2014

Gavekal Capital Unveils New Innovation Indexes

 August 14, 2014

WSJ names Gavekal Capital in “50 Financial Twitter Feeds You Must Follow”

 

Archives

Firm History

 2014

Gavekal Capital, LLC introduces Gavekal Knowledge Leaders Indexes, the first family of indexes designed to track the world’s leading innovators.

 2010

Gavekal Capital, LLC launches Gavekal Platform Company Fund, a US mutual fund (GAVAX, GAVIX), now Gavekal Knowledge Leaders Fund.

 2006

Gavekal Capital, LLC launches Gavekal Platform Company UCITS Fund (Bloomberg: GAVPLAT), now Gavekal Knowledge Leaders UCITS Fund.

 2006

Gavekal Capital, LLC a U.S. registered investment advisor, opens office in Denver, Colorado.

 2005

Gavekal Research publishes Our Brave New World, a book identifying “platform companies,” an emerging model of 21st century companies successfully employing intellectual property for future growth.

 2002

Gavekal Research opens headquarters in Hong Kong, also launching Gavekal Capital, Ltd., a money management firm.

 2001

Gavekal Research founded in London and specializing in global economic and asset allocation research.

 

Research

Gavekal Capital is the US money management affiliate of Gavekal Research Ltd., a leading Hong Kong-based independent research boutique. Gavekal Research offers institutional investors insights on global economic events, financial markets and asset allocation. Gavekal’s publications offer investors an efficient way to stay on the path of challenging ideas and new concepts necessary in the ever-evolving investment environment. Gavekal-Dragonomics is a Beijing-based research firm specializing in China’s economy and its influence on Asia and the world. Gavekal has headquarters in Hong Kong and offices in Beijing, Denver and Stockholm. Visit Gavekal Research