Chester High Conviction Fund
The Chester High Conviction Fund is designed for investors who aim to grow their wealth while preserving their capital. The fund’s investible universe is the S&P/ASX 300 Accumulation Index.
To outperform the ASX300 Accumulation Index by 5% on a rolling 3-year basis, using a high conviction, with a defensive sleeve that aims to help preserve capital.
Retail investors comfortable with an active, high-conviction, investment approach, seeking long-term capital growth through exposure to the ASX300 index.
The three key steps in the investment process are shown below.
Idea Generation
Our investment team continually look for new investment ideas. The team takes a top-down approach, investigating thematic trends and sectors, then cross-referencing them against bottom-up intelligence gained from company and industry meetings.
Research
Chester’s research program includes over 500 company meetings each year. To ensure economic diversification of the portfolio, stocks are categorized as either Predicable, Cyclical or Defensive.
Portfolio Construction
Based on this research, our investment team hand picks a watch list of 80 stocks chosen from a universe of 300 Australian stocks. The portfolio typically holds between 25 and 40 stocks. The team builds the portfolio, based on the interaction between company lifecycle weightings, sector allocations and underlying stock selection.
Chester Asset Management was founded to help investors protect and then grow generational wealth. Formed in 2017, Chester is a dedicated high conviction equity fund manager led by Portfolio Manager Rob Tucker.
The company was named after Rob’s grandfather, Chester Raymond Tucker, who introduced Rob to investing with a parcel of shares for his 18th birthday. The Chester name represents a life-long commitment to staying curious, a deep passion for investing and building generational wealth.
Rob Tucker has over 18 years experience in investment management. He founded Chester Asset Management in April 2017 after working at SG Hiscock for 7 years and before that HSBC Asset Management for 9 years. He spent 5 years in Hong Kong managing money for HSBC where he delivered strong returns for his institutional clients. Prior to this Rob started his finance career at Merrill Lynch.
Anthony Kavanagh has over 8 years experience in investment management. He co-founded Chester Asset Management in April 2017 after working with SG Hiscock for 4 years from Core Energy where he advised institutional clients on energy investments including SG Hiscock. Prior to this Anthony was an Assistant Manager at KPMG.
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.
All figures as at 30 April 2022
All figures as at 30 April 2022
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Published by Copia Investment Partners Ltd
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