Blog

With 600 stores in the UK, B&M European Value is a leading British retailer of discount goods, including groceries and general merchandise. It’s this company’s unique business model which differentiates B&M and keeps it growing consistently. By focusing on stocking a limited assortment of only…

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During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress. Founder Ernest Solvay, who believed mankind’s progress would be driven by science and took a humanitarian view on corporate growth, would have approved….

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We believe the US technology sector has reached a level of valuation such that it is has the potential to substantially subtract from portfolio returns going forward. In this mid-quarter update, we: -Highlight how we monitor valuations in the global stock markets while shining a…

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Reflation and Rotation April 20, 2021

By Steven Vannelli, CFA in Knowledge Leaders, Markets, Portfolio Management

In this Q1 2021 slide presentation of our quarterly strategy report, we discuss the following topics: -The level of speculative activity in markets this year has been extreme in our view. More money has come into world stock markets in the last 5 months than…

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By reversing an accounting error, we identify Knowledge Leaders across the world. Steve and Bryce give a brief tour of what innovation leadership looks like and where we find investment opportunities in every region and all 11 economic sectors. [video_popup url=”https://www.knowledgeleaderscapital.com/Downloads/KnowledgeLeadersVideo48004.mov” img=”https://www.knowledgeleaderscapital.com/wp-content/uploads/2021/02/VideoScreenShot4.png”] A New Lens…

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