Seilern Archives - Wealthwise

We are an independent, privately-owned investment manager focused on investing in the purest quality growth companies.
With a belief that investing in only the best companies can achieve enduring returns, Peter Seilern established Seilern Investment Management ltd in its original form in 1989.
While we have enhanced our process over the years, we have remained patient, long-term investors.

Seilern articles / content

Seilern

Underestimating the future

In his well-known 1994 book, Increasing Returns and Path Dependence in the Economy, Professor Brian Arthur put forward an argument...

Seilern

Thoughts on diversification

The concept of using diversification to reduce risk without sacrificing returns is one of the central tenets of Harry Markowitz’s...

Seilern

The company lifecycle

We’re often asked where we find good companies. What is usually meant by this is where, in the economy, do...

Seilern

A fund for all seasons

The volatility in markets so far this year has felt extreme with the S&P 500 already declining by -9.2 per...

Seilern

The power of exclusion

In Peter Seilern’s recent newsletter, he ran through the tumultuous events of last month involving the collapse of Silicon Valley...

Seilern

2025: A space odyssey

Among the more outlandish (or should I say extraterrestrial) plans put forward by the Adviser-in-Chief, Elon Musk, is the idea...