Philosophy

Selector’s philosophy is to invest sensibly for the long term. A bottom-up stock selection process is used to identify good businesses selling at a fair price.

As a good business evolves into a great business, its underlying real earnings per share grows. Selector aims to capture as much of this earnings growth as possible over time, since this is what translates into share price appreciation.

Our portfolios are made up of our best ideas rather than slight variations to an index. We believe that simply hugging an index limits the returns to investors over the long run.

Stock selection

Stock selection is a four step process.

01.
Business Screening
04.
Portfolio construction
02.
Detailed quantitative/
qualitative research
03.
Business universe shortlist

All research is undertaken in-house, extensive analysis includes management interviews, modelling of each company and industry channel checks.