Gavekal - Research | Funds | Data
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Founded in 2001 by Charles Gave, Anatole Kaletsky and Louis-Vincent Gave, Gavekal has grown to become a multi-faceted financial firm with several business lines:
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Gavekal Dragonomics: Research, analysis and opinion on global macroeconomic and market trends Gavekal Research is an independent economic and financial markets research service. We aim to provide financial and corporate clients with diverse and challenging ideas on the global economy, financial markets and the interactions between the two. We generate our insights by encouraging creative people to work in individualistic ways, and by using an eclectic range of analytic techniques. Vigorous debate and disagreement is central to our thinking process, as is intensive conversation with our clients.

The GK Research product is geared towards institutional investors, whether pension funds, hedge funds, family offices etc. Click here for more details and for a free trial.
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Gavekal Dragonomics: Research, analysis and opinion on global macroeconomic and market trends GK Dragonomics provides in-depth research on the economic, political and social developments driving China, the world's fastest growing major economy. The firm was established in Beijing in 2002 by Joe Studwell and Arthur Kroeber, and became part of the Gavekal group in 2007. Our Beijing-based team of six analysts combines rigorous data analysis with on-the-ground reportage to produce unique insights for institutional investors, multinational corporate strategists, and governments. Click here for more details and for a free trial.
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Gavekal Capital: Institutional and private money management Gavekal Capital acts as advisor to several investment strategies with combined assets of over US$1.5bn. These Gavekal strategies are offered in the form of Irish-domiciled UCITS funds, separate managed accounts and other vehicles. Click here for more details.
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Evergreen Gavekal: Intersection of sound investment management and collaborative, real relationships Evergreen Gavekal is the US private wealth management arm of Gavekal. Evergreen Gavekal manages over US$1.1bn of private wealth assets on behalf of families and high net worth US clients out of its offices in Bellevue WA and Portland OR (click here for more info). Evergreen Gavekal is also the manager of the Gavekal-Evergreen Asian Opportunities Mutual Fund (click here for more info).
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Gavekal Books Our analysts and partners regularly write, and publish, books in both English and French. A number of our older books are now unfortunately out of a print though all of the books published in the past five years can be purchased here. 100% of the proceeds of our books go towards the Gavekal Endowment.
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Gavekal Data: Economic and financial charting tools At Gavekal we firmly believe in sharing not only our conclusions but our processes with our clients. This stems from our conviction that the more information is shared, the more it is improved on and the more valuable it becomes. For this reason, we have invested in our own macroeconomic and financial data and charting system, Gavekal Data, in conjunction with our friends at MacroBond. Aside from being a world class data platform with more than a 100,000 databases of macroeconomic data and company fundamentals, Gavekal Data also enables subscribers to open any chart in a Gavekal document, download and automatically update the underlying data, and change parameters and formulas to experiment with alternative scenarios. This means that investors can reality-test our analyses, and keep track of our calls over time. The combination of Gavekal Research and Gavekal Data gives investors a 'one-stop shop' including financial data, models and indicators built with that data, and analysis and investment conclusions flowing from the models. For a free trial of Gavekal Data, click here.
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Gavekal Endowment The Gavekal Endowment was launched in 2011 in order to allocate, and help raise, money for charities tackling either a) extreme distress and poverty in Hong Kong (where Gavekal is headquartered) and b) the lack of educational opportunities in the world's poorest countries. As of today, the Gavekal Endowment is supporting Room to Read, the Nepal Youth Foundation and PathFinders. If your charity is involved with education in the third world, or with helping those left behind in Hong Kong's economic boom, please reach out to Allison Creel.
 
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