NEWS

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…