Seilern World Growth aims to achieve absolute returns with moderate risk by investing in OECD country companies of highest quality with proven track records, sound financials and predictability of future earnings growth.
These businesses typically have superior business models, stable and predictable business economics, a sustainable competitive advantage and high returns on capital. They are run by a management team that exhibits integrity and whose interests are closely aligned with long-term shareholders.
Following a detailed and proprietary analysis into these stocks, we assemble a portfolio of such companies which combines these quality and growth criteria.
Pensaba que estos fondos estaban obligados a publicar un reporte semi-anual con todas las posiciones pero en el caso del Seilern World Growth no hay quien lo encuentre.
Para Seilern, los informes anuales se pueden encontrar en la web de Morningstar. Lo único que los de Seilern los publican muy tarde. Por ejemplo, el informe anual de 2020 lo publicaron en noviembre de 2021.
