selectorfund.com.au

Selector Funds Management

We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.". Selector invests sensibly for the long term. We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management. These businesses tend to outperform the market over the long run.

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Selector Funds Management | selectorfund.com.au Reviews

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We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.. Selector invests sensibly for the long term. We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management. These businesses tend to outperform the market over the long run.

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Selector Funds Management | selectorfund.com.au Reviews

https://selectorfund.com.au

We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.". Selector invests sensibly for the long term. We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management. These businesses tend to outperform the market over the long run.

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selectorfund.com.au

1

Wholesale Fund | Selector Funds Management

http://www.selectorfund.com.au/wholesale-fund

Selector High Conviction Equity Fund. The Selector High Conviction Equity Fund is focused on identifying and investing in listed businesses that sit largely within the ASX 300 Index. Within this universe, we focus on stocks outside of the Top 20 as we believe the greatest value lies in the smaller, less researched businesses. The investment style is both high conviction and index agnostic. Individual portfolio holdings typically range from 15-25 businesses. High Conviction Equity Fund Performance.

2

Retail Fund | Selector Funds Management

http://www.selectorfund.com.au/retail-fund

Selector Ex-50 High Conviction Equity Fund. The Selector Ex-50 High Conviction Equity Fund is focused on identifying and investing in listed businesses that sit largely within the ASX 300 Index. Within this universe, we exclude the Top 50 listed stocks as we believe the greatest value lies in the smaller, less researched businesses. The investment style is both high conviction and index agnostic. Individual portfolio holdings typically range from 25-40 businesses.

3

Quarterly Newsletters | Selector Funds Management

http://www.selectorfund.com.au/category/quarterly-newsletters

June 2016 Quarterly Newsletter. July 15, 2016. In the Selector June 2016 Quarterly Newsletter we review performance and attribution. In this quarterly edition we review performance and attribution. In our headline story, we cover our US Gaming visit. We take a look at inflation, ten year bonds and meetings we held in the US. We also comment on recent investor days we have attended. March 2016 Quarterly Newsletter. April 14, 2016. December 2015 Quarterly Newsletter. January 14, 2016. October 15, 2015.

4

Monthly Updates | Selector Funds Management

http://www.selectorfund.com.au/category/monthly-updates

Ex 50 High Conviction Update – July 2016. August 10, 2016. The July 2016 Ex 50 High Conviction Monthly Update reviews the composition, performance and attribution for the month. High Conviction Update – July 2016. August 10, 2016. The July 2016 High Conviction Monthly Update reviews the composition, performance and attribution for the month. Ex 50 High Conviction Update – June 2016. July 9, 2016. High Conviction Update – June 2016. July 8, 2016. Ex 50 High Conviction Update – May 2016. June 6, 2016.

5

PHILOSOPHY | Selector Funds Management

http://www.selectorfund.com.au/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 it is real earnings growth that translates into share price appreciation. Stock Selection is a four step process. Best ideas short list.

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We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management.". Selector invests sensibly for the long term. We seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management. These businesses tend to outperform the market over the long run.

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