Selector High Conviction Equity Fund

September 2024 Quarterly Newsletter

In this quarterly, we provide a collection of portfolio company commentaries flowing from the latest reporting season and examine one business more closely. In our article “Pigeonhole,” we discuss the industry’s fascination with categorising investment styles and provide insight in how we consider a business opportunity. We round out the quarterly by discussing the potential pitfalls of private credit in our article “Opaque world of private credit.”

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.