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Meet the team

Experienced investors, combined focus

Rob Tucker

Rob Tucker

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.
Luke Dalgleish

Luke Dalgleish

Investment Analyst

B.Bus(Acc)/B.Bus(Fin), CPA

Luke Dalgleish joined Chester Asset Management in March 2024. Prior to joining Chester, Luke spent 3 years as an Equity Research Associate at J.P. Morgan, specialising in the Telecommunications, Energy, and Utilities sectors. Before his role at J.P. Morgan, Luke spent 3 years at Telstra Corporation as Retail, Commercial & Strategy Analyst, where he optimised distribution strategies, conducted financial modelling and scenario analyses, and managed capital expenditure for store modernisation programs.
Anthony Kavanagh

Anthony Kavanagh

Portfolio Manager

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.
Tom Beard

Tom Beard

Investment Analyst

B.Fin, B.Eco

Tom Beard joined Chester Asset Management in February 2024. Prior to joining Chester, Tom served as an Equity Analyst at Taylor Collison for 3 years, covering investment opportunities within the ASX listed small and micro caps space with a particular focus on the Industrials sector. Tom played a key role constructing comprehensive financial models and actively engaging with company management teams. Tom also spent a year as a Research Analyst at Modern Investor, where he contributed to building valuation models across various sectors and authored research articles aimed at retail investors.
Luke Howard

Luke Howard

Portfolio Manager

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.

Latest insights from the team
 

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CHESTER ASSET MANAGEMENT

Head Office

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

P  1800 442 129

E  clientservices@copiapartners.com.au

DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully. The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments. Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

© 2024 Chester Asset Management | In partnership with Copia

The rating issued October 2024 APIR OPS7755AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS7755AU June 2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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