The AXS Knowledge Leaders ETF focuses on innovative global companies with strong R&D, patents, and employee education, offering a unique investment approach. The fund is diversified across all 11 economic sectors and 22 developed countries, avoiding home country bias and tech-heavy concentration. Academic studies support the "knowledge effect," suggesting that companies with high knowledge capital tend to outperform over time.
Financials have surged post-election, while sectors like real estate and consumer staples lag, hinting at a less aggressive Fed rate cut approach under Trump. KNO ETF's heavy allocation to Japanese and Eurozone equities poses risks, with currency impacts and economic headwinds likely to affect performance. U.S. equities in KNO offer some stability, but overall, the ETF's underperformance and high expense ratio, among other discussed factors, make it a risky investment.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,550 | $229,729.5 | $281,786.96 | $52,057.46 | 22.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4 | $193 | $245.84 | $52.84 | 27.38% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 4,990 | $244,474.66 | $306,762.25 | $62,287.59 | 25.48% |
| ARCA Exchange | US Country |
The fund specializes in investing in what it identifies as "knowledge leaders," which are primarily equities considered to be highly innovative companies. These companies are spread across a diverse mix of mid- and large-cap firms in the developed world, including regions like North America, Europe, and Asia. A significant portion of the fund's assets, at least 80%, is allocated towards securities identified as knowledge leaders at the time of purchase. The fund aims for a diversified portfolio, with no more than 25% of its assets invested in any single industry. This strategic focus aims to capitalize on the growth potential of innovative companies across various sectors.
This core service involves the fund investing in a diversified portfolio of mid- and large-cap companies. These companies are selected based on their status as knowledge leaders, which means they are at the forefront of innovation within their respective industries. The goal is to achieve long-term capital growth by tapping into the potential of these innovative firms.
The fund ensures its investments span across the developed world, including North America, Europe, and Asia. This geographical diversification aims to reduce risk and capitalize on growth opportunities in various economies and industries, thus providing a more stable and potentially more profitable investment to the fund holders.
While focused on innovation, the fund maintains a policy of not allocating more than 25% of its assets to any one industry. This approach ensures a balanced exposure to different sectors, mitigating sector-specific risks and taking advantage of growth in multiple areas of the economy.