Quarterly Newsletters
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.”
select quarterlyMonthly Updates
Wholesale Fund Monthly Update
Selector High Conviction Equity Fund Update
October 2024
The High Conviction Monthly Update reviews the composition, performance and attribution for the month.
select monthlyRetail Fund Monthly Update
Selector Australian Equities Fund Update
October 2024
The Selector Australian Equities Fund* Monthly Update reviews the composition, performance and attribution for the month.
select monthlyEquity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Selector Australian Equities Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).