Knowledge Leaders Capital

Overview

Knowledge Leaders Capital is a Denver-based private investment firm specializing in innovative companies with significant intangible assets. The firm focuses on identifying and investing in companies that possess deep reservoirs of intangible capital, such as research and development, brand development, and employee education. This approach aims to capture excess returns generated by highly innovative companies in the developed world. The firm's investment strategy involves creating and managing the Knowledge Leaders Strategy, which includes investment products and separate accounts. Knowledge Leaders Capital offers a range of investment products, including exchange-traded funds (ETFs), mutual funds, and managed accounts. These products are designed to provide investors with exposure to companies that exhibit the Knowledge Effect—the tendency of highly innovative companies to generate excess returns in the stock market. In October 2023, Knowledge Leaders Capital was acquired by AXS Investments, a leading asset manager providing access to alternative investments for growth, income, and diversification. This acquisition aimed to expand AXS Investments' product lineup and enhance its investment team by incorporating Knowledge Leaders Capital's unique ETFs and industry expertise. As part of the transaction, key members of the Knowledge Leaders Capital team, including CEO and Chief Investment Officer Steven Vannelli, CFA, joined AXS Investments in senior roles, contributing to the firm's continued growth and innovation in the investment space.

Investment Focus

• High net worth individuals
• Institutional investors
• Accredited investors

Portfolio Companies