Seldon Capital is a San Francisco-based hedge fund that takes a scientific approach to 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 sectors and businesses at the center of these transitions, we believe we can 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.