Archive | 2018 Archive

September 2018 Quarterly Newsletter

In the Selector September 2018 Quarterly Newsletter we review performance and attribution. We visit John Guest in London and trek to Alaska. We try to understand the human genome and we call for a more balanced media.

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June 2018 Quarterly Newsletter

In the Selector June 2018 Quarterly Newsletter we review performance and attribution. We revisit the notion of investing ahead of the curve, we introduce Nanosonics to the portfolio, we review the once in a lifetime Reece acquisition, we visit Japan and comment on China.

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