Blog

Spotlight Photronics: Etching Intellectual Property into Every Wafer July 11, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Brookfield, Connecticut, Photronics is a world leader in the critical photomasks used to manufacture semiconductor wafers. Photomasks are those glass or quartz plates that contain microscopic images of electronic circuits. They are unique to each customer’s design, confidential, and manufactured in layers of…

Smart Money Investing Signals July 05, 2022

By Steven Vannelli, CFA in Markets

The Smart Money Index was constructed by Don Hays and measures the market action in the first half hour of trading and the last hour of trading. The indicator shorts the first half hour of trading as it is supposed to represent the trading by…

Bullish Back Half July 01, 2022

By Steven Vannelli, CFA in Markets

We think we could see a bullish back half of the year for equity markets. Our analysis follows in our Quarterly Strategy Report. Prefer to download this presentation in PDF? Please click here. 1. Summary -In the first half of 2022, markets experienced the largest…

Spotlight Mercado Libre: Democratizing eCommerce in Latin America June 23, 2022

By Knowledge Leaders Team in Knowledge Leaders

Mercado Libre is the largest online marketplace in Latin America. Headquartered in Buenos Aires, Argentina, and available in 18 countries, the firm’s offerings span from the popular, namesake digital marketplace, “Mercado Libre,” to its digital payment and credit platform, “Mercado Pago,” shipping and logistics arm,…

Cracking and Pivoting June 22, 2022

By Steven Vannelli, CFA in Economy, News

The President today asked Congress for a gasoline tax holiday to alleviate the cost of gasoline and diesel in the country. This is not the solution. With the exception of a 200,000 barrel/day refinery in Garyville, Louisiana, built by Marathon Petroleum in July 2020, there…

Spotlight Incitec Pivot: Zero Harm Farming and Mining June 17, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Melbourne, Australia, Incitec Pivot is a global leader in the materials sector with an unrelenting focus on Zero Harm, the expectation that its operations should never expose staff to harm or cause environmental incidents. The company’s origins began in the 1800s with the…

Spotlight Norsk Hydro: Metals of the Future June 07, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Oslo, Norway, Norsk Hydro is one of the largest aluminum companies in the world. It aims to convert natural resources into sustainable products for people and business. Since its founding in 1905, this Knowledge Leader has worked for over a century to develop…

Divergences in the Energy Patch June 07, 2022

By Steven Vannelli, CFA in Economy, Markets

Crude oil and energy equities have been on a tear for the last two years. But now we are seeing some divergences between oil prices and other related variables. First, as everyone knows, oil prices have been the main driver of rising bond yields this…

Spotlight Steris: Keeping It Clean June 03, 2022

By Knowledge Leaders Team in Knowledge Leaders

Steris Corporation aims to prevent infection in operating rooms, labs, dental offices, and manufacturing plants around the world. A leader in sterilization technologies, this Knowledge Leader was founded in 1985 with a mission to create a healthier and safer world through innovation of sterile equipment…

Tour of the Global Equity Markets June 03, 2022

By Steven Vannelli, CFA in Markets

Please find below our Mid-Quarter Update: Tour of the Global Equity Markets. Prefer to download this presentation in PDF? Please click here. 1. Summary We have a very precise methodology for dissecting the world’s equity markets. We take: 1)The top 85% of the market cap of each…

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The information presented here is for informational purposes only and is not to 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. Hyperlinks may be included in this message that provide direct access to other internet resources, including web sites. While we believe these links are to reliable sources, Knowledge Leaders Capital (“KLC”) has no control over the accuracy or content of information contained on these sites. Although we make every effort to ensure such links are accurate, up to date and relevant, we have no control over pages maintained by external providers. The views expressed by these external providers on their own web pages or on external sites they link to are not necessarily those of Knowledge Leaders Capital.

The information provided on this blog is for illustrative or example purposes only and should not be construed as KLC’s opinion or investment outlook. As of the most recent quarter end, the named companies may have been held by KLC. For full information including additional policies and full disclosures, please visit our website: KnowledgeLeadersCapital.com.

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. The performance of client account may vary from the Index performance. Index returns shown are not reflective of actual investor performance nor do they reflect fees and expenses applicable to investing.

Companies are selected for “Spotlights” based on high levels of innovation activities in their respective industries and illustrate innovation being employed across all sectors and geographies. Spotlight selection is separate from stock selection by the investment team. Spotlights are not necessarily representative of investment opportunities and can be selected regardless of investment performance or inclusion as a KLC holding.