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Firm History

2001 GaveKal Research founded in London by Charles Gave, Anatole Kaletsky and Louis-Vincent Gave. The firm specializes in global economic and asset allocation research.
2002 GaveKal Research opens headquarters in Hong Kong, also launching GaveKal Capital, Ltd., a money management firm.
2003 Launch of the GaveKal Asian Balanced Fund, which seeks to capture the returns of Asia’s accelerating growth through a highly diversified portfolio of pan-Asian equities, bonds and currencies.
2006 GaveKal Capital, LLC, a US registered investment advisor, opens office in Denver, Colorado.
2006 Launch of GaveKal Asian Absolute Return Fund UCITS Fund (previously the GaveKal Asian Balanced Fund).
2006 Launch of the GaveKal Platform Company UCITS Fund (Bloomberg:  GAVPLAT), a global long-only equity fund that seeks to identify innovative companies that are profiting from the successful investment of intangible capital.
2007 Launch of the European Divergence Fund, which seeks to exploit the mispricing of credit risk among European Economic and Monetary Union sovereigns.
2009 Launch of the Greater China Fund, a long-only equity fund which seeks to capitalize on the growing markets of China, Taiwan, Hong Kong and Macao.
2010 GaveKal Research purchases Dragonomics, an independent research and advisory firm specializing in China’s economy and its influence on Asia and the world.
2010 Launch of the GaveKal Platform Company Mutual Fund, advisor and institutional share classes (NASDAQ: GAVAX, GAVIX).
2012 GaveKal Platform Company Fund becomes GaveKal Knowledge Leaders Fund.
2014 GaveKal Capital introduces GaveKal Knowledge Leaders Indexes, the first family of indexes designed to track the world’s leading innovators.