Chester Asset Management
High Conviction Australian Equities
A concentrated Australian equity portfolio of 25 – 40 best stock ideas
An investment strategy designed for investors who aim to grow their wealth
A defensive allocation as part of the strategy helps preserve capital
B.Com, Grad.Dip Applied Finance, CFA
BCom, GDipAppFin&Inv, CA, CFA
BCom (Finance), BA (History), CFA
Chester High Conviction Fund
The Fund is designed for investors who aim to grow their wealth while preserving their capital. The investible universe is the S&P/ASX 300 Accumulation Index. The experienced, dedicated investment team has worked together since 2013. The team takes a high-conviction approach, choosing investments where they have confidence in the high quality, predictable cash generation of the company, or strong confidence in the valuation margin of safety.
Number of Stocks
Investment Time Frame
Minimum Initial Investment
Minimum Additional Investment
Copia Investment Partners
Outperform benchmark by 5% (after fees)
At least 3 years
S&P/ASX 300 Accumulation Index
0.95% p.a. (including GST net of RITC)
15% (including GST and net of reduced input tax credits) of any excess performance (after deducting the management fee) above the benchmark to 30 June.
Invest with Chester
Before you invest in a Copia fund you must read the relevant Product Disclosure Statement, complete the Application Forms fully and correctly, and lodge according to the instructions provided. It is 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. We strongly recommend that you seek independent financial advice before making an investment decision.