Home
Philosophy
People
Funds
Reports

selector

We are a boutique fund manager with a combined experience of over 150 years. We believe in long-term wealth creation and building lasting relationships with our investors. Our focus is stock selection. Our funds are high conviction, concentrated and index unaware. As a result, we have low turnover and produce tax effective returns. We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.

select more

Philosophy

Selector’s philosophy is to invest sensibly for the long term. A bottom-up stock selection process is used to identify good businesses selling at a fair price.

As a good business evolves into a great business, its underlying real earnings per share grows. Selector aims to capture as much of this earnings growth as possible over time, since this is what translates into share price appreciation.

select philosophy

We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.

People

Selector Funds Management is a founder owned and led business. We invest alongside our clients in the funds that we run. We are open minded and prepared to explore new avenues. We seek to employ people who act ethically at all times, strive to constantly improve and generate outperformance for our clients.

select people

Funds

Wholesale Fund

The Selector High Conviction Equity Fund invests in businesses listed on the Australian Stock Exchange. Our bottom up stock selection process produces a portfolio of our best ideas. The portfolio is high conviction and index agnostic. These businesses generally sit within the S&P ASX 300 Index, although non-index businesses can be included.

select wholesale

Retail Fund

The Selector Australian Equities Fund invests in businesses listed on the Australian Stock Exchange. Our bottom up stock selection process produces a portfolio of our best ideas. The portfolio is high conviction and index agnostic. These businesses generally sit within the S&P ASX 300 Index, although non-index businesses can be included.

select retail

Reports

Quarterly Newsletter

June 2019 Quarterly Newsletter

In this quarterly edition, we review performance and attribution for the quarter. We highlight the importance of innovation and culture within organisations and profile ResMed and Cochlear, two leading healthcare businesses. We visit Fisher & Paykel Healthcare in New Zealand and look at one of the biggest growth industries in the world today, cyber security. Photo. Selector analyst trekking through the Atlas Mountains and local Berber kids.

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

June 2019

The June 2019 High Conviction Monthly Update reviews the composition, performance and attribution for the month.

Retail Fund Monthly Update

Selector Australian Equities Fund Update

June 2019

The June 2019 Selector Australian Equities Fund Monthly Update reviews the composition, performance and attribution for the month.