After our recent quarterly report, “” Knowledge Leaders Capital CEO and CIO Steven Vannelli, CFA, was invited to be a guest on ARK Invest’s For Your Innovation Podcast.
In the episode below, Steve and ARK Invest’s Renato Leggi, CFA, CAIA, discuss not only the turning point that may be ahead, but the long history of intangible capital and its importance in valuing innovative companies (45 min).
As of 9.30.22 the following securities mentioned in this podcast were held in the Knowledge Leaders Strategy and the rest were not: Qualcomm, LAM Research and Synopsis.
See links to Steve’s aforementioned quarterly report, “” and this week’s mid-quarter follow-up analysis, “ .”
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any securities or investment strategies.