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Selector High Conviction Equity Fund

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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March 2024 Quarterly Newsletter
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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.

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