EXPERIENCED INVESTORS, SINGULAR FOCUS
Chester’s investment team have enjoyed a successful previous track record together and they stand apart from most competitors by offering a highly active fund that has demonstrated both strong alpha generation and relatively lower volatility than its benchmark since inception. The low correlation with the ASX300 may make the Chester High Conviction Fund suitable as a strong blending product for superior Australian Equity exposure.
Managing Director and Portfolio Manager
B.Com, Grad.Dip Applied Finance, CFA
Rob founded Chester Asset Management in 2017. Prior to Chester, Rob spent 7 years at SG Hiscock and was most recently the portfolio manager of the SGH Australia Plus product, a 25-40 stock Australian Equity portfolio with a mid cap bias, that was run in the same manner as the Chester High Conviction Fund. Rob was also the Co-Portfolio Manager for the SGH20 unit trust and key mandates from 2010 until November 2014 when he became the primary portfolio manager from November 2014 until his departure. Responsibilities included: portfolio construction and management, stock selection, macroeconomic analysis, research and marketing.
Prior to joining SG Hiscock in 2010 Rob was Investment Director for Halbis Capital Management (formerly HSBC Asset Management) where he worked for 9 years as Portfolio Manager of the Australian Country Fund (2005-2010), Head of Research for Asia Pacific (2005-2007), and Portfolio Manager of the Asian Freestyle Fund (2008-2009). 5 of these years (2005-2010) were based in Hong Kong where he managed a large pool of money for a wide array of institutional clients. During his 5 years running the HSBC Australian Country Fund, the Fund delivered 4.3% outperformance per annum.
Between 2001 and 2005 as well as Co Managing the Australian Active Fund from 2003 – 2005 Rob was also Australian Equities Analyst across: Healthcare, Building Materials, Energy, Transport, Media, Retail, Food and Beverages sectors.
Rob also previously spent time as an Analyst at Merrill Lynch.
BCom, GDipAppFin&Inv, CA, CFA
Anthony co-founded Chester Asset Management in 2017 after departing SG Hiscock where he was the senior analyst for the SGH Australia Plus and SGH20 team. Anthony performed detailed company research and industry analysis, portfolio management assistance, client reporting, ESG analyses, proxy voting, quant filtering and database management. Anthony was also the primary dealer of the team.
At SG Hiscock Anthony led a material enhancement in the company analysis capabilities of the team including: research, modelling, stock selection and idea generation. During that time Anthony’s research coverage expanded from Energy and Utilities to include: Infrastructure/ Transport, Agriculture/ Consumer Staples, Resources (base metals, precious metals and bulks), Building Materials, Financials, Construction and REITS, Chemicals, Paper and Packaging and Gaming.
Prior to this role Anthony was an Associate Director at Core Energy Group, providing consulting services (in depth research and insights) to over 10 of Australia’s largest fund managers on ASX listed energy and utility companies and energy market dynamics. During that time Anthony also completed a number of client engagements for industry participants including assistance with M&A projects.
Anthony has also previously worked as an Assistant Manager in Audit and Advisory at KPMG.
BCom (Finance), BA (History), CFA
Luke joined Chester Asset Management in February 2018 having spent the previous 6+ years working at SG Hiscock & Company. As an investment analyst Luke worked on the SGH Australia Plus and SGH20 funds at SG Hiscock and assumed primary company research coverage across the consumer, industrials, telecommunications, media and IT sectors during his tenure. In addition to his work on ASX listed companies Luke worked closely with Rob Tucker researching listed Asian companies in support of the SGH Australia Plus strategy that selectively invested across the region.
Prior to joining SG Hiscock in 2011 Luke spent 5 years working in Melbourne with Perennial Investment Partners supporting the various Perennial investment boutiques. During his time with Perennial Luke successfully completed the CFA program and gained this accreditation.
Luke joined Chester having previously enjoyed a successful working relationship with Rob Tucker and Anthony Kavanagh.