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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.

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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. Our people invest alongside clients in the funds we run, 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.

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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.

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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.

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Reports

Quarterly Newsletter

March 2019 Quarterly Newsletter

In this quarterly edition, we review performance and attribution for the quarter. We visit CSL, James Hardie and Flight Centre in the U.S. along with a road trip through Texas. We also revisit Domino’s in Japan. We profile Infomedia, and we consider the importance of culture. Photo. Kilian Jornet leading the way. Everest is a pinnacle we all try to reach.

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

April 2019

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

Retail Fund Monthly Update

Selector Australian Equities Fund Update

April 2019

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