Chester Asset Management

Chester Asset Management Portfolio Manager and Managing Director Rob Tucker highlights key stock decisions within the Chester High Conviction Fund during the June quarter. The three stocks - two buys and one exit - reflect Chester’s focus on asymmetrical risk – the upside versus downside risk of all stock positions in the portfolio. Rob describes what’s top of mind for Chester looking ahead. In light of a relatively calm equity market in the first half of 2024, Rob believes several macro factors, including geopolitical tensions and US political uncertainty may introduce greater volatility in the second half of 2024. View full update below.

Are demographic megatrends reshaping market sectors? Focusing on key geographies that affect Australian investors, Chester Portfolio Manager Anthony Kavanagh takes a closer look at how demographic trends may influence market sectors and why it’s important to consider this as part of your investment strategy.

Rob Tucker sits down with Money Magazine Australia to discuss his day in the life as an equity fund manager. "One of the great aspects of investment management is that no two days are the same. As an Australian equity fund manager, Chester Asset Management aims to find the high performers that can help our investors protect and grow wealth." Click here to read more: https://lnkd.in/ggsehARm

We are delighted to announce the arrival of two new team members at Chester Asset Management. Investment Analysts Tom Beard and Luke Dalgleish have recently joined us as we look to expand our equity research capability. Welcome to the team, Tom and Luke! 

We are thrilled to announce that the Chester High Conviction Fund has been recognised as Money magazine’s Best Australian Shares Fund 2024, marking its second consecutive win after also securing the award in 2023. We were delighted to attend the Best of the Best lunch in Sydney earlier today alongside representatives from Copia Investment Partners and PR Consultant Amy Boyce. Thank you to Rainmaker and Money magazine for once again hosting a fantastic event.

As we approach the end of 2023, the momentum is continuing to build with Chester Asset Management: a recent significant institutional win, a growing investment team (currently recruiting), and a major Australia investment award to be announced by year end. For those not on the Chester newsletter mailing list (including advisers, researchers and investors), we extend an invite for you to join our Copia-hosted webinar featuring Chester Co-founder and MD Rob Tucker, who will help you prepare your equity portfolio for next year. Rob has expertise and insights that will dovetail what’s happening globally in the macro-environment, to investment action with stocks the Chester team believe are well positioned for 2024. For existing clients Rob will also provide an update on the Chester High Conviction Fund, which was the winner of Money magazine’s Best Australian Shares Fund 2023. 

Due to the growth of the business, Chester is currently in search of an Investment Analyst to become a part of our dedicated team. With a well-established, tight-knit culture built over more than 12 years, our primary commitment is to deliver superior performance for our valued clients. To express your interest, click the link provided below.

Chester Asset Management Co-founder and Portfolio Manager Anthony Kavanagh had the great opportunity to sit down with Jonas Dorling from Money of Mine. The conversation covered all things Chester, how the portfolio is built, the role commodities play as well as all things macro, from China to India to Australia.   Money of Mine describe themselves as ‘an ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the Aussie mining news of the day’. Watch the full discussion 👉 https://bit.ly/46VfH1E Subscribe to our monthly report 👉 https://lnkd.in/g3zkeQgw

If large cap equities offer safer, long-lived returns while the volatile small caps offers growth potential to hyper-charge returns, what about everything in between? For Chester Asset Management, there is gold to be found in these “unloved, undiscovered and underappreciated” Aussie equities. That’s the topic of Financial Newswire's interview with Chester Managing Director and Portfolio Manager Rob Tucker. The Chester High Conviction Fund is the winner of Financial Newswire’s 2023 Fund Manager of the Year award in the Australian Equity Large Cap category.