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Ep 135: Rob Tucker - High conviction Australian equities
MP3•Maison d'episode
Manage episode 352072862 series 1523047
Contenu fourni par Inside the Rope with David Clark and David Clark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Inside the Rope with David Clark and David Clark ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October 2013 has produced a return of 13.7% p.a. David and Rob discuss the strategy in depth, as well as Rob’s outlook on current markets. The Chester High Conviction Fund takes a high-conviction approach, choosing investments, where they have confidence in the high quality, predictable cash generation of the company, or they, have strong confidence in the valuation margin of safety. The team believe that finding unloved, underappreciated or undiscovered investments has been the most consistent source of capital growth for the strategy over 8 years. 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.
…
continue reading
174 episodes
MP3•Maison d'episode
Manage episode 352072862 series 1523047
Contenu fourni par Inside the Rope with David Clark and David Clark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Inside the Rope with David Clark and David Clark ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October 2013 has produced a return of 13.7% p.a. David and Rob discuss the strategy in depth, as well as Rob’s outlook on current markets. The Chester High Conviction Fund takes a high-conviction approach, choosing investments, where they have confidence in the high quality, predictable cash generation of the company, or they, have strong confidence in the valuation margin of safety. The team believe that finding unloved, underappreciated or undiscovered investments has been the most consistent source of capital growth for the strategy over 8 years. 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.
…
continue reading
174 episodes
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