Quarterly Newsletters

September 2021 Quarterly Newsletter

In this quarterly edition we review performance attribution and cover businesses that reported during the period. We explore why uniqueness matters in our article "A funny thing" and look into why some businesses are geared for "Success or failure”. We compiled a table on "The Compounders”, which provides some insight into the power of real earnings per share growth. Our stock review this quarter is titled “OFX a marathon”. Our ESG commentary focuses on James Hardie and Modern Slavery. Finally, we finish with a personal comment on character in the piece “High Achievers".

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

December 2021

The December 2021 High Conviction Monthly Update reviews the composition, performance and attribution for the month.

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Retail Fund Monthly Update

Selector Australian Equities Fund Update

December 2021

The December 2021 Selector Australian Equities Fund* Monthly Update reviews the composition, performance and attribution for the month.

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* The Selector Australian Equities Fund is distributed by DDH Graham (ABN: 28 010 639 219 | AFSL: 226319) who is the Responsible Entity and Administrator for this fund.