Managed Accounts

Capture the Knowledge Effect in your portfolio

 

Investment Strategy

The Knowledge Leaders Strategy seeks to transform the Knowledge Effect into portfolio alpha. The investment process uses a proprietary methodology based on decades of academic research to capture the excess returns of highly innovative companies.

 

Actively Managed Strategies

We currently manage two Knowledge Leaders strategies for separately managed accounts.

Knowledge Leaders Strategy
an equity strategy
Knowledge Leaders Allocation Strategy
a balanced strategy

Index Strategies

The Knowledge Leaders Indexes are available for managed accounts. The indexes offer core exposure to global equities. The indexes are alpha-seeking, diversified strategies for investing in the world’s most innovative companies.

Terms and Conditions

An investor cannot invest directly in an index.

Contact

For information about out separately managed investment products, please contact:

Shawn Paulk
Head of Distribution
spaulk@klcapital.com
303.763.1810