Chester Asset ManagementApr 283 minQuarterly State of PlayRob Tucker, Managing Director of Chester Asset Management, shares his thoughts on three key macro questions that help shape the Chester High
Anthony Kavanagh, Portfolio ManagerMar 1716 minHave you got enough food in your bunker?The main facts in human life are five: birth, food, sleep, love and death, E M Forster It is one thing to run out of cars and have to...
Anthony Kavanagh, Portfolio ManagerDec 12, 202113 minNot a sequel but an Origin storyA company trading at a discount to book value with tailwinds in key end markets: Is that something you might be interested in? In our...
Anthony Kavanagh, Portfolio ManagerOct 30, 20219 minWhy it pays to follow the insiders – Part 2“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...
Chester Asset ManagementOct 29, 20213 minFinancial Repression means a different investing climateThe most recent COVID inspired emergency response has seen 20 years of US central bank debt accumulation double in 12 months.
Luke Howard, Portfolio ManagerOct 20, 20219 minNews Corp… Sufficiently Digital? Sufficiently Sustainable?In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the...