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

CEO & 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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Operations Team

Jill Rakowski

Chief Compliance Officer
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Mike Block

COO & Head of Institutional Sales
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Jessica Kardos

Trader & Operations Manager
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Marketing Team

Shawn Paulk

Head of Distribution
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Amy Reardon

Head of Marketing & Communications
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Jordan Weber

Marketing Specialist
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News

December 12, 2016

50 Twitter accounts for investors to follow in 2017

 

August 29, 2016

Gavekal Capital Adds New Knowledge Leaders Indexes

 

August 15, 2016

Gavekal Knowledge Leaders Developed World ETF Outperforms in First Full Year


January 20, 2016

Gavekal KL Allocation Fund Receives 5-star Morningstar Rating


October 21, 2015

Top 1% in Morningstar Category: Gavekal KL Allocation Fund Marks 5 Years

 

Archives

The information presented here is for informational purposes only and should not be construed as an offer to sell, or the solicitation of an offer to buy securities. Some investments are not suitable for all investors and there can be no assurance that any investment strategy will be successful. Any links  included will provide direct access to other internet resources, including websites. While we believe these links are to reliable sources, Gavekal has no control over the accuracy or content of information on these sites. The entirety of the commentary is included in the linked sites referenced above.

Firm History

 2015

Gavekal Capital launches Gavekal Knowledge Leaders Developed World ETF (KLDW)

 2014

Gavekal Capital introduces Knowledge Leaders Indexes, the first family of indexes designed to track highly innovative companies

 2010

Gavekal Capital launches Gavekal KL Allocation Fund (GAVAX, GAVIX)

 2006

Based on academic research, Gavekal Capital creates first models for adjusting company financial statements to account for intangible investments

 2006

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

About Gavekal Capital

Gavekal Capital is a US-Registered Investment Advisor based in Denver, Colorado. The firm identified the Knowledge Effect – the tendency of highly innovative companies to generate excess returns in the stock market — and created the first investment methodology that seeks to capture those excess returns and transform them into portfolio alpha. Gavekal Capital is creator and designer of the Knowledge Leaders Strategy, Knowledge Leaders Indexes and investment products. Learn more about the academic foundations of the strategy here: Knowledge Effect

Investment Strategy

The Knowledge Leaders Strategy seeks to transform the Knowledge Effect into portfolio alpha. We identify Knowledge Leaders, or highly innovative companies, by measuring 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 and reveal the companies with the greatest knowledge intensity. The companies that pass our quantitative Knowledge Leaders screen comprise the 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.