Boutiques Connect News | Long-term views for growth investors

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  • 02 mins 57 secs

Learning: Unstructured

As markets rotate towards value stocks, will rising US treasury bond yields affect the discount rates used to value growth companies? In this update SVM warning on private equity IPOs, Peter Hargreaves’ views on US stock valuations, and Tony Yarrow steps down from Wise Funds.
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Seilern Investment Management

Seilern Investment Management is a London-based asset manager that provides quality growth investment strategies to pension funds and other institutional investors including family offices and fund of funds. For the past thirty years, we have been focused on delivering superior returns to long-term investors, through a range of high-conviction, low-turnover equity portfolios, which are rigorously researched by our investment team. We aim to identify quality businesses that have a long-term sustainable advantage and predictable growth. The Seilern fund range includes global, US and European equity portfolios.
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