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NEWS

Insights, September 2019 - News
Between 2010 and 2018 San Francisco has been one of the fastest growing regions of America with an ~36% increase in jobs created, fuelled by the Silicon Valley boom. This compares to ~14% increase in total number of jobs in the US across the same period [1]. As Tony Montana taught us “first you get…
Insights, July 2019 - News
In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and Jack Schwager to understand what makes portfolio managers great. The list below is by no means exhaustive but includes some of these key attributes identified in our reading:…
Insights, May 2019 - News
People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints sampled throughout Melbourne − I may have to fall back on a career as a burger blogger. My burger odyssey began enthusiastically…
Insights, May 2019 - News
Active fund managers often talk about how they assess companies for ‘quality’ before they invest. In professional investment circles, this is a commonly used term that could almost qualify as industry jargon. But for the average Australian investor, you’d have to question how well the term ‘quality’ is really understood. It matters, because that simple…
Insights, March 2019 - Fund Updates, News
FUND UPDATES | Chester High Conviction Fund (CHCF) delivered a 3.3% return after fees, underperforming the ASX300 Accumulation Index which returned 6%. The fund is highly benchmark unaware, which by default means the returns can differ markedly from the benchmark. Click here to read the monthly update. Thank you for your interest in Chester Asset Management. Please…
Insights, February 2019 - News
CHESTER PRESENTS | Today one of Copia’s investment partners – Chester Asset Management – presented to Alpha Group financial advisers at their PD Day at RACV Club in Melbourne. This was a big picture take on disruption risk, delivered by Chester’s chief investor Rob Tucker. Why disruption? It's the catalyst that can make today’s darling…