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Kl Allocation Fund Institutional Class (GAVIX)

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Gavekal KL Allocation Instl historical data, for real-time data please try another search

11.23 -0.04 -0.35%

17/01 - Closed. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.26M

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GAVIX Overview

On this page you'll find an in-depth profile of Kl Allocation Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of GAVIX among other information.

Contact Information

Address Suite 1600
Denver,CO 80202
United States

Phone (303) 763-1810

Web www.knowledgeleaderscapital.com

Top Executives

Name	Title	Since	Until
Steven C. Vannelli	Managing Director	2010	2024
Biography	Steven Vannelli is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Strategy. He oversees investment strategy, asset allocation and security selection. Steve leads development on the firm’s analysis of intangible capital, studying how it affects corporate profitability and wealth creation. His work is the core of the firm’s investment methodology, which is based on a novel approach to accounting for intangible capital. Steve has been an equity analyst and portfolio manager for more than 20 years. Previously, he served for 10 years at Denver-based money management firm Alexander Capital, most recently as Head of Equities. Steve holds a bachelor’s degree in finance from the University of Denver and is a CFA charterholder.
Bryce Coward	CIO (Chief Investment Officer)	2020	2022
Biography	As deputy CIO and Portfolio Manager, Bryce Coward shares selection of developed world securities, fixed income, cash and commodities for the Knowledge Leaders investment products with Steven Vannelli. In addition, Bryce is responsible for stock selection for emerging market equities. Since joining the firm in 2009 as an equity analyst, his contributions have been instrumental in advancing the firm’s investment process, research on intangible capital and the creation of the world’s first indexes to track highly innovative companies, the Knowledge Leaders Indexes. He specializes in the analysis of investments in intangible capital by global Knowledge Leaders. Bryce holds a bachelor’s degree in international business and a Master of Business degree in finance, both from the University of Denver. Bryce is a CFA charterholder.

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