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Chester Asset Management, April 2020 - Market Update
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.…
Insights, February 2020 - Market Update
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,…
Insights, January 2020 - News
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…