CHESTER PRESENTS |
Today one of Copia’s investment partners – Chester Asset Management – presented to Alpha Group financial advisers at their PD Day at RACV Club in Melbourne. This was a big picture take on disruption risk, delivered by Chester’s chief investor Rob Tucker. Why disruption? It’s the catalyst that can make today’s darling stock – possibly one that’s in your portfolio now – succumb to a new player that’s literally come from nowhere. There’s no shortage of disruption casualties and its becoming an increasing topic of interest – or at its most severe, concern – for advisers relying on long term investment guidance from quality equity fund managers like Chester. They focus on the disruption thematic as part of their investment process for their High Conviction Fund, offered by Copia. Rob unveiled what makes a company at risk of disruption and put forward Chester’s top picks of disruption-proof stocks to a highly engaged adviser audience. They know some of the stocks will be familiar with their clients. Want to know more about Chester and the two key reasons it stands apart for High Conviction, contact Copia today.