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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Monthly Updates

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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Retail Fund Monthly Update

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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* 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.