Selector High Conviction Equity A

As a good business evolves into a great business its underlying real earnings per share (EPS) grows. Selector aims to capture as much of this earnings growth as possible over tme, since it is real earnings growth that translates into share price appreciaton. Our best ideas form a concentrated portolio of Australian businesses. The portolio will generally consist of 15 – 30 investments. As such, individual investments may initally represent up to 5% of the total investment portolio.