Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly with our readers.

In a world in which ‘beta’ can be accessed at highly competitive rates, Gavekal Capital aims to offer investors non-benchmark-correlated, cost-effective streams of returns. Our investment strategies can be accessed either through managed accounts, through our UCITS funds, or through mutual funds.

At Gavekal, we believe in being as ‘open source’ as possible with our institutional clients. This means that we do not only want to share our investment conclusions with clients, but also our process and our data. For this reasons we have, over the years, invested in a number of software companies that make our jobs of sharing with clients easier.