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
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.
Gain access to a concentrated portfolio of outstanding Australian companies that aims to deliver lower risk and higher returns than the S&P/ASX 300 Accumulation Index, with an inbuilt defensive sleeve.
Luke Howard | Portfolio Manager, Chester Asset Management | For anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National Broadband Network (NBN) has been stark. Together with Telstra who has faced truly unprecedented business change the previously high-flying TPG and Vocus have likewise. Read more...
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX companies we’ve seen greeted with enthusiastic share price reactions. Yet the reaction to government contract announcements is generally much more muted. Maybe comparing Government. Read more...
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | There is an asymmetry of information in markets which is one of the key reasons buyers and sellers are willing to transact at a given price, as investors try to make perfect decisions with imperfect information. So, what if we were closer to having perfect information,. Read more...
“We believe investor biases and other market forces often create a disconnect between stock prices and intrinsic values.”