Selector High Conviction Equity Fund
June 2025 Quarterly Newsletter
In this quarterly, we provide a collection of portfolio company commentaries following the latest reporting season. In our article ‘Turn every page’ we discuss the importance of avoiding short cuts, alongside the investment temperament and diligent curiosity required when investing. We review a global leader that flies well below the investor radar in our ‘Under-rated performer’ piece. Post Covid-19 we examine how another global leader has emerged even stronger in our ‘Five years on’ note. We discuss James Hardie, post its acquisition of Azek, a leading U.S. based decking business and comment on the passing of the U.S. One Big Beautiful Bill Act (OBBBA) and the gem that sits within it. Finally, we again touch on the issue of government debts and deficits in our piece, ‘Deficit Dilemma’.
This update has been prepared by Selector Funds Management Limited (“Selector”) ACN 102 856 347 AFSL 225316 to provide you with general information only. In preparing this update, we do not take into account your investment objectives, financial situation or particular needs. It is not intended to take the place of professional advice and you should not take action in reliance on this information. Neither Selector, or any of its related parties, their employees or directors, provide a warranty of accuracy or reliability for this information or accept any liability to any person who relies on it. Past performance is not an indicator of future performance. Selector does not guarantee the repayment of capital, payment of income or performance. Unauthorised use, copying, distribution, transmitting, publication, display, or reproduction in whole or in part of the information contained in this material is prohibited without prior written consent from Selector.
Unauthorised use, copying, distribution, transmitting, publication, display, or reproduction in whole or in part of the information contained in this material is prohibited without prior written consent from Selector.
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