What lies beneath: Anatomy of a stock sell-off

Introduction Over the past two years, we have seen several instances where our holdings experienced sharp price movements…

6 mins

The Earnings Anchor

This time last year, I published a newsletter titled Snow in the Summer, which explored the relationship between…

7 mins

Investing in Quality Growth Businesses

For dedicated Quality Growth investors, the last couple of years have presented an unusual set of challenges. The…

6 mins

Autodesk: Ch-Ch-Changes

A recent addition to the Seilern Universe, Autodesk exemplifies a software company that has embraced transformation not only…

7 mins

From Flows to Fundamentals

Despite the dominance of dollar weakness in current headlines, a longer-term perspective presents a more measured story. For…

7 mins

AI Strategies Take Shape

More than two years since the launch of OpenAI’s ChatGPT catalysed a wave of interest in generative artificial…

6 mins

Tariffs: The Goods, The Bad and The Ugly

We wrote at the beginning of this year that 2025 was likely to be a wild ride given…

6 mins

Beyond The Headlines

As uncomfortable as it is, we’re frequently reminded that the stock market is noisy and often volatile, swayed…

6 mins

AI Profit Pools and Shifting Sands

It is impossible to ignore the scale of capital being deployed into artificial intelligence. AI has dominated headlines…

5 mins

Novo Nordisk: Many strings to their bow 

In the world of healthcare, there are few companies that elicit such strong reactions from investors and the…

6 mins