Selector High Conviction Equity Fund

June 2024 Quarterly Newsletter

In this quarterly, we discuss the qualities that go into the stock selection process in our articles “Founding to flourishing”, “Red flag: Debt”, “The art of letting them run” and “A company’s soul lies in its culture”. We follow this with a collection of portfolio company commentaries flowing from the latest reporting season and explore the cumulative actions of companies that have witnessed a shift in the competitive landscape in our piece “Widening the Gap”. We round out the quarterly with a review of Nanosonics upcoming product CORIS, delve into the popularity of GLP-1 medications and finish with macroeconomic insights following our meeting with a global strategist based in New York.

This update has been prepared by Selector Funds Management Limited (“Selector”) ACN 102 856 347 AFSL 225316 to provide you with general information only. In preparing this update, we do not take into account your investment objectives, financial situation or particular needs. It is not intended to take the place of professional advice and you should not take action in reliance on this information. Neither Selector, or any of its related parties, their employees or directors, provide a warranty of accuracy or reliability for this information or accept any liability to any person who relies on it. Past performance is not an indicator of future performance. Selector does not guarantee the repayment of capital, payment of income or performance. Unauthorised use, copying, distribution, transmitting, publication, display, or reproduction in whole or in part of the information contained in this material is prohibited without prior written consent from Selector.

Unauthorised use, copying, distribution, transmitting, publication, display, or reproduction in whole or in part of the information contained in this material is prohibited without prior written consent from Selector.