Chester Asset ManagementJul 1, 20221 min readSOA Wording for the Chester High Conviction FundThe Chester High Conviction Fund is an Australian equity fund that seeks to outperform the S&P/ASX 300 Accumulation Index by 5% (before...
Anthony Kavanagh, Portfolio ManagerJun 8, 202210 min readWhy it pays to read the Account Notes“As the man once said the harder you work, the luckier you get” - Ted Lasso Warren Buffet was once asked how he became so successful in...
Chester Asset ManagementApr 29, 20223 min readQuarterly 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 17, 202216 min readHave 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 13, 202113 min readNot 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 31, 20219 min readWhy 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...