Here at ARK, the number one question we hear is: has innovation bottomed? Steven Vannelli is seeing signs that innovation may have hit the bottom and that there might be a significant turning point ahead. Steven is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Funds. There, he oversees investment strategy, asset allocation, and security selection, and leads development on the firm’s analysis of intangible capital, studying how it affects corporate profitability and wealth creation. According to Steven’s most recent Quarterly Strategy Report, global innovation appears to have bottomed, and in this episode, he breaks down what he means. We take a deep dive into the stats that suggest that innovation could be relatively undervalued from a historical perspective.

• The motivation behind Knowledge Leaders and their unique focus on intangible assets.