Quarterly Newsletters

March 2019 Quarterly Newsletter

In this quarterly edition, we review performance and attribution for the quarter. We visit CSL, James Hardie and Flight Centre in the U.S. along with a road trip through Texas. We also revisit Domino’s in Japan. We profile Infomedia, and we consider the importance of culture. Photo. Kilian Jornet leading the way. Everest is a pinnacle we all try to reach.

select quarterly
View all Quarterly Newsletters

Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

April 2019

The April 2019 High Conviction Monthly Update reviews the composition, performance and attribution for the month.

select monthly

Retail Fund Monthly Update

Selector Australian Equities Fund Update

April 2019

The April 2019 Selector Australian Equities Fund Monthly Update reviews the composition, performance and attribution for the month.

select monthly
View all MONTHLY UPDATES