Quarterly Newsletters
September 2023 Quarterly Newsletter
In this quarterly, we discuss reporting season, profile the long-term financial sustainability of a range of holdings in our article “Mind the Gap” and review our site visit to carsales’ U.S. and Brazil operations. We then discuss China’s property woes and the likely longer-term consequences. Four-wheel drive equipment manufacturer ARB unveiled its new Earth Camper during the quarter, and we provide some comments following our visit to the NSW launch. We conclude with a review of Domino’s Pizza Enterprises Environmental Social and Governance (ESG) initiatives.
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Wholesale Fund Monthly Update
Selector High Conviction Equity Fund Update
October 2023
The October 2023 High Conviction Monthly Update reviews the composition, performance and attribution for the month.
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Selector Australian Equities Fund Update
October 2023
The October 2023 Selector Australian Equities Fund* Monthly Update reviews the composition, performance and attribution for the month.
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