What does the world of investment management really involve? Here is how growing wealth and preserving capital drive our daily routine. One of the great aspects of investment management is that no two days are the same. As an Australian equity fund manager, Chester Asset Management aims to find the high performers that can help our investors protect and grow wealth. As part of this goal, my day starts at sunrise. Australia's equity market is closely tied to US markets. So, I

OC Investment Analyst Aaron Yeoh joins Livewire's Chris Conway in "Buy Hold Sell: 5 Growth Stocks for the Next 5 Years."

With APRA on the case for whether hybrid securities should remain accessible to retail investors, Mutual Limited CIO Scott Rundell offers his take on why hybrids have been popular, are they still fit for purpose and what is an alternative should the hybrid pin be pulled?

Australian mid, small and micro-cap specialist OC Funds Management is pleased to announce the appointment of Nga Lucas as a Portfolio Manager for the mid-cap portfolio. Prior to commencing with OC, Nga worked at Australian Foundation Investment Company (AFIC) for over a decade where she served as a Senior Investment Analyst specialising in Technology, Telecommunications, Industrial and small companies, and assisted with the management of the portfolio. Nga’s experience prior

Retail investors have proven their affection for bank issued hybrid securities. And why not? They have historically paid a stable income, greater-than-term-deposit rates and with less variability than bank dividends. However, with the bank regulator, APRA, reviewing whether hybrid securities are fit for purposes, there is risk retail investors will be prohibited from investing directly in hybrids. With an announcement on this matter expected shortly, we look at a likely incom

Why do we like the mid cap part of the market? The founders of the Artisan Partners Growth Team were attracted to mid-cap equities when they launched the US-focused Artisan U.S. Mid-Cap Growth Strategy in 1997. They viewed mid cap as an investing sweet spot—a compelling intersection of quality, competitively advantaged businesses with long earnings growth runways, in possession of experienced, savvy management teams. Most of the time smaller sized companies are early-to-mid-l

In the world of investment management, growing wealth and preserving capital can seem like a challenging task. However, there are those who are delivering on this delicate art, and among them stands Chester Asset Management. Led by Portfolio Manager Rob Tucker, Chester Asset Management has carved a niche for itself by adhering to a set of principles that prioritise high conviction, deep research, and unwavering commitment to preserving, then building capital. But what sets Ch

Dear unitholders, In accordance with ASIC Regulatory Guide 26, we wish to advise that Grant Thornton Audit Pty Ltd has been appointed auditor of the Schemes effective 4 March 2024. Our previous auditors, KPMG, were appointed our auditor in 2010 and have acted in the role for 13 years. In considering the length of KPMG’s tenure, the Board decided to investigate other available alternatives. A detailed external auditor selection and interview process was conducted, culmin

Copia Investment Partners has announced an Australian distribution partnership with HSBC Asset Management (HSBC AM) to deliver the HSBC Glob

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have costly consequences. Fixed income investors don’t need to try their luck at catching. In the world of investing, reducing risk without significant sacrifice is a rare opportunity. However, within the fixed income space, there’s a chance to reduce risk in investor portfolios. While reducing risk is typically associated with lower ret

With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in 2024 for the Australian fixed income investor?

Chester Asset Management are thrilled to announce that the Chester High Conviction Fund has been recognised as Money magazine’s Best Australian Shares Fund 2024, marking its second consecutive win after also securing the award in 2023. We were delighted to attend the lunch in Sydney alongside representatives from Copia Investment Partners. How the winner is chosen: "Rainmaker, publisher of Money, has been reviewing superannuation, managed funds and their investment managers f