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GaveKal Capital surpasses USD500m AUM

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GaveKal Capital has surpassed USD500m in assets under management as of 30 April 2013.

 
All USD520m in assets are invested in the firm’s flagship GaveKal Knowledge Leaders Strategy.
 
“Our approach is ideal for clients looking for equity-like returns with bond-like beta,” says Shawn Paulk (pictured), head of distribution for GaveKal Capital. “By capturing market upside with less than half the risk, the strategy provides an option for financial advisers seeking to improve the efficient frontier of their portfolio.”
 
GaveKal Capital manages the GaveKal Knowledge Leaders Fund, the GaveKal Knowledge Leaders UCITS Fund and separate accounts.
 
The GaveKal Knowledge Leaders Strategy continues to best its benchmark MSCI World Index since inception with less than half the risk, and the strategy stands out relative to its benchmark and peers for its extremely low risk metrics. The firm includes beta, alpha and Sharpe ratio in its risk metrics.
 
As of 31 April, the GaveKal Knowledge Leaders Fund has delivered a two-year trailing beta of 0.37 compared to 1.00 beta for the MSCI World Index, an annualised alpha of 9.80 per cent, and a Sharpe ratio of 1.83. The GaveKal Knowledge Leaders Fund’s inception date is 30 September 2010.
 
As of 31 April, the UCITS fund has delivered a trailing five-year beta of 0.74 compared to the 1.00 beta of the MSCI World Index, an annualised alpha of 2.36 per cent, and a Sharpe ratio of 0.25 over the same period. The UCITS fund’s inception date is 1 September 2006.

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