Quarterly Newsletters

March 2020 Quarterly Newsletter

In this quarterly edition, we review performance and attribution. We examine a reporting season whose relevance was lost to market chaos. Our lead article chronicles the performance of a long only, low turnover fund that started in 1935. We review Central bank policy and we highlight the new rounds of global stimulus in Infinity and Beyond. We also highlight the risk of over relying on supply chains in China. Finally, we share some links to some reading material we have found interesting during the period.

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

May 2020

The May 2020 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

May 2020

The May 2020 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.