Seifel Capital Newsletter
An archive of all prior company reviews and analysis
Intellectual curiosity, relentless passion, and dedication to excellence drives a continuous improvement of the investment process to generate outsized returns.
We develop a clear understanding of the present and differentiated insights for the future. This allows us to consistently identify themes that produce long-term alpha by also capitalizing on short-term opportunities.
We think in first principles and take an Occam’s Razor approach to investing. We believe in sophistication through simplicity.