NEWS

Chester Asset Management, October 2021 - Insight
The most recent COVID inspired emergency response has seen 20 years of US central bank debt accumulation double in 12 months. It is very unclear how this ever gets repaid. We have arrived at a juncture of financial repression, for governments themselves can not afford materially higher interest rates, but are effectively forced to run…
Chester Asset Management, October 2021 - Insight
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | "In the race of life, always back self-interest - at least you know it’s trying" Jack Lang Anyone who has listened to my colleague Rob Tucker in the past 12 months would most likely have heard the above quote and hopefully appreciates a key part of our…
Chester Asset Management, August 2021 - News
The Target Market Determination for the Chester High Conviction Fund is available here. What are the Design and Distribution Obligations (DDO)? ASIC Regulatory Guide 274 (RG 274) requires Issuers and Distributors of financial products to take steps to ensure that retail clients are offered products that are likely to be consistent with their likely objectives,…
Chester Asset Management, June 2021 - Insight
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered with an emphatic yes. Like all good sequels that enjoyed debatable success, we thought why not go a trilogy? We realise…
Chester Asset Management, April 2021 - Uncategorized
Wage inflation, de-carbonisation and localisation are driving structural inflation, argues Chester Asset Management – and investors need to reposition their portfolios accordingly. Central bank policy is ultra-loose and will remain so until the US hits full employment, according to Australian equities manager Chester Asset Management – and investors must prepare for an inflationary pulse driven…
Chester Asset Management, January 2021 - Insight
Anthony Kavanagh | Portfolio Manager, Chester Asset Management | After a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021. Whether it be reigniting the passion for travel, embarking on a life changing move, or simply being inspired by Cobra Kai to…