Gavekal Funds(1)

Exploiting the Knowledge Effect

Gavekal KL Allocation Fund

US> Large-Cap > Growth

Oct 11, 2016

Highly innovative companies possess deep reservoirs of knowledge capital that is hidden from investors. The Gavekal KL Allocation Fund relies on a proprietary model to select knowledge leaders and has the flexibility to invest in multiple geographies, sectors, and asset classes. Portfolio managers Eric Bush and Bryce Coward explain how they seek to exploit the Knowledge Effect in order to generate alpha, while keeping a focus on capital preservation.