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AXS Investments to acquire Knowledge Leaders Capital


Asset manager AXS Investments has announced that it has entered into a definitive agreement to acquire Knowledge Leaders Capital (KLC), which it describes as the firm that first identified “the Knowledge Effect” – the tendency of highly innovative companies to generate excess returns in the stock market – and created the first investment methodology designed to capture those excess returns.

As part of this transaction, AXS will be acquiring the Knowledge Leaders funds, including the KLDW ETF, and key members of the KLC team will be joining AXS in senior roles, including KLC’s CIO Steven Vannelli, CFA.

“This is an exciting day for us at AXS as we announce the latest in a long line of acquisitions that have expanded our product line-up, enhanced our talented investment team, and brought some of the most innovative and useful investment strategies in the market under one roof,” says Greg Bassuk, CEO of AXS Investments. “Our entire business is built upon the promise of providing investors and advisors with access to unique, differentiated exposures, and what Steve and his team have built at Knowledge Leaders Capital certainly fits that bill. We’re excited to welcome them to AXS and to educate the marketplace on the role that the Knowledge Effect can play in enhancing portfolio outcomes.”

The Knowledge Leaders flagship strategy seeks long-term capital appreciation by investing in equities of highly innovative companies in the developed world. These companies, identified as Knowledge Leaders by the KLC team, possess deep reservoirs of intangible capital as aresult of their history of investing in knowledge-intensive activities like research and development, brand development and employee education. The result is a portfolio designed to play a core role in providing exposure to developed world equities.

“When we first started these discussions with AXS, it quickly became clear how closely aligned our two firms are on topics like improving investor access to unique strategies and a focus on innovation,” says KLC CEO, Steve Vannelli. “We have long recognised the AXS track record of leadership and success in the ETF space, its differentiated approach to fund marketing and distribution, and its aggressive growth plans. It’s an exciting time in asset management, particularly in ETFs, and we are thrilled to be joining AXS on its continued journey to innovate as a game changer in the ETF space and beyond.”

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