Quarterly Newsletters

December 2023 Quarterly Newsletter

In this quarterly, we discuss ESG, reporting season and share buybacks in our piece “Capital management – a new approach”. In our article “Technology = growth”, we pick up on the workings of Marc Andreessen and Ben Howritz on three sources of growth. We follow this up with a brief discussion on Chris Miller’s book “Chip War”. We then comment on the power of compounding and how a high portfolio turnover approach can reduce the quality of stated performance numbers when viewed on an after-tax basis. Finally, some words on the transition to our new fund administrator. Photo. Everything supposedly makes sense, until it doesn’t. Some call it herd mentality. Source. CartoonStock

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

February 2024

The High Conviction Monthly Update reviews the composition, performance and attribution for the month.

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Retail Fund Monthly Update

Selector Australian Equities Fund Update

February 2024

The Selector Australian Equities Fund* Monthly Update reviews the composition, performance and attribution for the month.

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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Selector Australian Equities Fund.  Equity Trustees is a subsidiary of EQT Holdings Limited (ABN22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).