June 2020 Quarterly Newsletter

In this quarterly edition, we review performance and attribution. We discuss some of the recent capital raisings in our three-part “Forced Dilution” series and reflect on what we’re coining, “Gap year 2020”. We also turn our attention to technological adoption and the move to digital and the cloud. We introduce and profile a new fund investment, Megaport. In our “Gravy train” article, we spotlight a company in the online retail space. We also have a piece on carbon emissions, a topic that is likely to re-emerge as a hot issue. To finish off, we detail Selector’s initiative to become carbon neutral.