Quarterly Newsletters

June 2021 Quarterly Newsletter

In this quarterly edition, we review performance and attribution and provide an overview of our recent and timely trip to Melbourne. We discuss a “New” James Hardie and we review a recent portfolio inclusion, Medical Developments International. We highlight the importance of compounding and biodiversity. Finally, we outline our own journey to becoming, a carbon negative business, since inception.

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Monthly Updates

Wholesale Fund Monthly Update

Selector High Conviction Equity Fund Update

August 2021

The August 2021 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

August 2021

The August 2021 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.