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Digging Deeper – Understanding Wolters Kluwer

Digging Deeper, Stock Stories

With roots stretching back to 1836, Wolters Kluwer has navigated profound changes in the publishing market moving from print to digital to value-add information services. In this most recent phase of the company’s history, artificial intelligence has helped further cement strong customer ties and, we believe that this evolving technology will also strengthen Wolter Kluwer’s future competitive position. In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on what has underpinned the company’s long-term success and the strengths that, we believe, will drive future growth.

Key takeaways

  • A reminder that ‘disruptors’ aren’t always newly formed companies. Companies with long and successful track records will, almost by definition, have navigated and often led change in their industry. Wolters Kluwer is one such example.
  • The company provides mission-critical information services for millions of professionals around the world from doctors and healthcare workers to accountants and lawyers amongst many.
  • For Wolters Kluwer’s customers the integrity of the data and information being shared is vital. AI offers tremendous opportunity in the gathering of data and research but developments in AI also offer Wolters Kluwer a distinct competitive advantage through its ability to manage that information and ensure its accuracy and provenance.

More on Wolters Kluwer

Article: Stock Story – Wolters Kluwer

Important Information
This video is provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This video may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.

Stock Examples
The information provided in this video relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.

George Dent
Client Investment Manager
Paul Loudon
Investment Manager


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