Gavekal Capital: "Innovation Boom" - A Quarterly Strategy Update with Steve Vannelli
Friday, April 24, 2015
"Innovation Boom" - A Quarterly Strategy Update with Steve Vannelli
In this video, Steve summarizes his quarterly update on the Gavekal Knowledge Leaders Strategy. With corporate R&D investments accelerating to levels last seen during the 90s tech boom, we are in an innovation boom. Learn how a market inefficiency came to exist among highly innovative companies, how Gavekal tries to capture this inefficiency, what the outlines of the current innovation boom look like and how the investment team will capitalize on this trend. Download slides.