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Post-election Market Update & Conference Call

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Today Chief Investment Officer Steven Vannelli, CFA, hosted a conference call to share the investment team’s analysis of the global equity and fixed income markets one week after the election. Click the link below to download the presentation. DOWNLOAD SLIDES A recording of the call will be available for replay later this afternoon. Dial-in: 855.859.2056, conference […]

Quarterly Strategy Update

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This quarter, we explore the hypothesis that the modern era of Ricardian growth has ended. We further explore what this means for asset allocation and which types of stocks in particular should do well in this Ricardian hangover. Download our First Quarter 2016 Strategy & Analysis here. In 1817 David Ricardo wrote Principles of Political […]

This week: Quarterly Conference Calls

Portfolio Manager Steve Vannelli will host two quarterly conference calls to update investors on recent performance and outlook for the Gavekal Knowledge Leaders investment products. A US mutual fund call will take place tomorrow, January 21 at 4:15pm ET. On Friday, January 22 at 2pm ET, Steve will host the first quarterly call on our […]

Today at 4:15pm ET: Knowledge Leaders Indexes Quarterly Conference Call

The Gavekal Knowledge Leaders Indexes continue to outperform benchmarks and actively managed funds. You’re invited to dial in to today’s quarterly index conference call.  Steve Vannelli will discuss recent performance and updates from September’s rebalance. Call details: Add Event Today, Oct. 15 at 4:15pm ET Dial-in: 877.515.8156  ID: 57950603 Download slides On July 8, 2015, we launched two […]

Is There a Relationship Between Innovation and Stock Price? — A Killer Innovations Interview

Last week, Steve Vannelli was a guest on Killer Innovations Radio, a show about ideas, creativity and innovation — where leading innovators discuss how to go from ideas to breakthroughs. He discussed a few companies that make the cut as Knowledge Leaders, some on their way out of Knowledge Leader  status, and three things business leaders should keep […]