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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 […]

5-Star Morningstar Rating™ for the Gavekal Knowledge Leaders UCITS Fund

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The Gavekal Knowledge Leaders UCITS Fund has received a 5-star Morningstar Rating™ overall. The fund ranks in the top 10 percent of funds in Morningstar’s USD Aggressive Allocation category, as of April 30, 2015. “Morningstar’s rating provides valuable guidance for advisors on how to use our fund in client portfolios,” said Steven Vannelli, Portfolio Manager […]

Knowledge Leaders Are Outperforming YTD

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In our white paper “The Knowledge Effect: Excess Returns Of Highly Innovative Companies”, we identified a stock market pricing anomaly in highly innovative companies.  The tendency of stocks of highly innovative companies to experience excess returns can be traced back to two main factors: A surge in the pace of knowledge produced catalyzed by the […]

Decline in Sentix Euro Break-Up Survey

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The 1,000 or so participants in Sentix’s monthly survey of whether or not a country will leave the euro collectively decided that the risk has subsided (slightly): The decline to 41% (from nearly 50% in April) was mostly attributable to risks related to Greece’s membership in the common currency (black line): Cyprus (in grey) was […]