Quarterly Newsletters

March 2024 Quarterly Newsletter

In this quarterly, we discuss how Governments keep taking more, and no matter how one justifies it, if it becomes ‘punitive’ and deemed ‘confiscatory’, society will ultimately be the loser. We follow this with a collection of portfolio company reviews flowing from the latest reporting season. We touch on the pertinent numbers and provide a brief perspective on the business and points of view. We then delve into the “Productivity dilemma”, examining the challenges facing businesses and how the Government’s industrial relations approach is cause for concern. Next, we turn our attention to “Our greatest risk”, where we shed light on the profound impact government regulatory changes can have on the financial wellbeing of a business. Lastly, we explore the importance of portfolio pruning in “Watering the flowers, pulling out the weeds”.

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

April 2024

The 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

April 2024

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

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Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Selector Australian Equities Fund.  Equity Trustees is a subsidiary of EQT Holdings Limited (ABN22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).