Archive | 2016 Archive

December 2016 Quarterly Newsletter

In the Selector December 2016 Quarterly Newsletter we review performance and attribution.Our headline stories include Aconex and our take on the Public versus Private debate. We review the response of management teams who have been “side swiped”. We take a look at the importance of Voting. Finally, we investigate the potential of a Liquid Biopsy.

Continue Reading

September 2016 Quarterly Newsletter

In the Selector September 2016 Quarterly Newsletter we review performance and attribution. In this quarterly edition we review performance and attribution. In our headline stories, we cover our recent US visit to Reliance Worldwide Corporation and Fisher & Paykel. We take a look at Resmed, Impedimed, Home Care and Inghams Group IPO. We also comment on Glenn Steven’s departure. Photo: […]

Continue Reading