Katherine Holyoake

Australian equities fund manager Chester Asset Management (Chester) has appointed Katherine Holyoake as Investment Analyst within its Melbourne investment team, effective August 2026. Based in Melbourne, she will report to Managing Director and Portfolio Manager Rob Tucker.

Ms Holyoake joins Chester from Cooper Investors, where she was an Investment Analyst covering the technology, healthcare and consumer sectors. Her experience includes fundamental company research, financial modelling, valuation and engagement with company management teams to support high-conviction investment decisions.

Prior to Cooper Investors, Ms Holyoake held roles in Corporate Strategy at The Walt Disney Company and Management Consulting at KPMG, advising organisations on strategic growth, mergers and acquisitions, and operational improvement.

Speaking on the appointment, Chester Managing Director and Portfolio Manager Rob Tucker said Ms Holyoake’s investment experience and analytical approach would further strengthen the firm’s research capability.

“Katherine is an outstanding addition to our investment team. She combines rigorous fundamental research with strong commercial judgement and brings experience analysing businesses across a range of sectors,” Mr Tucker said.

“Our investment process is built on disciplined company research, independent thinking and a long-term investment horizon. Katherine’s analytical capability and investment mindset are an excellent fit with that approach, and we are pleased to welcome her to Chester.”

Ms Holyoake’s appointment reflects Chester’s continued investment in its research capability and reinforces the firm’s commitment to delivering high-quality fundamental analysis in support of long-term investment outcomes for clients.

The post Chester strengthens investment team with appointment of Katherine Holyoake appeared first on AdviserVoice.

The Fund offers investors a concentrated and benchmark-unaware exposure to Australian shares (25 – 40 stocks) and is managed by Chester Asset Management, a boutique Australian equity fund manager distributed by Copia.

The Fund Report dated 27 July 2020 states that Lonsec has “increased its conviction in Portfolio Manager Rob Tucker and the investment team who are well-aligned with investors and have developed a track record of outperformance since inception. The Manager has demonstrated willingness to make full use of its risk management tools and has successfully protected the Fund on the downside. The Fund is also attractive from a capacity standpoint, particularly relative to some larger peers.”

The Fund’s downside protection strategy, which includes investing in gold stocks and other listed assets not correlated with equities, is unique among high conviction managers and is designed to help protect investors’ capital when markets decline.

John Clothier, Copia General Manager Distribution welcomed the Lonsec upgrade noting that, “this upgrade comes at an exciting time for Chester with a recent institutional win and performance results that are bearing fruit for an investment team that has remained committed to their process through the recent market volatility. In this environment we believe a high conviction strategy such as Chester offers, is an ideal vehicle for investors to position their portfolios beyond the COVID cycle and get exposure to stocks that are attractive longer term.”

The Chester High Conviction Fund was launched in April 2017 and is based on a high conviction investment strategy that has been employed by the investment team since 2013. The Fund has returned 8.8% per annum (after fees) since inception to the end of July, 4.5% per annum ahead of the S&P/ASX 300 Accumulation Index.

The Fund is currently listed on the HUB24, Netwealth and Praemium platforms, with further placements being sought by Copia.

The post Lonsec upgrades Chester High Conviction to ‘Recommended’ appeared first on AdviserVoice.