GROW YOUR WEALTH
Proven investment performance with a capital preservation focus
We manage a concentrated portfolio of companies offering outstanding long-term
We offer investors high active share exposure that is complemented by a defensive sleeve to promote
capital preservation, with the flexibility to invest in Asian companies and expand the range of
Our high conviction equity style has a seven-year track record of outperformance against the
Australian equity benchmark and our investment team is 100% dedicated to the management and
performance of this strategy.
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | Download as PDF Toilet Paper – check; Food – check; Gold – check; Defence(s) – check. We have written extensively on gold and food so here-in we detail some of the work we have completed on Defence, one of the essential service components of our portfolio.. Read more...
While the whole finance community (including us at Chester Asset Management) focus on the impacts of Coronavirus on global supply chains, there is another deadly virus in China changing the way the Chinese eat. And that is impacting protein prices and offering tailwinds to select ASX names. Anthony Kavanagh, Portfolio Manager at Chester Asset Management,. Read more...
Background Like many local technology trailblazers before it, Catapult (CAT) has endured a turbulent first 5 years as a listed company on the ASX. One only has to view its historic share price to be reminded that the journey from emerging technology upstart to profitable global category leader is rarely straightforward. The saying “Things are. Read more...
“We believe investor biases and other market forces often create a disconnect between stock prices and intrinsic values.”