Seldon Capital Information

Seldon Capital is a San Francisco–based hedge fund focused on advancing the craft of investing by integrating deep fundamental research with machine learning and systematic analysis. We focus on forecasting boom-and-bust cycles driven by technological innovation, industry transformation, and shifts in government policy. By studying the businesses and sectors at the center of these transitions, we seek to anticipate where durable value will be created and where it will be destroyed. We operate with a cross-asset, high-conviction mindset, aiming to position capital ahead of major structural changes rather than react to them.