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Quest Asset Partners | Boutique fund manager investing in Australian equities

Established in August 2004, Quest manages investment portfolios on behalf of wholesale institutional clients and individual sophisticated investors. At

http://questap.com.au/

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Quest Asset Partners | Boutique fund manager investing in Australian equities | questap.com.au Reviews
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ownership,philosophy,why quest,our team,michael evans,chris cahill,troy cairns,swapan pandya,kathryn ginns,tracey cahill,investment process,quality assessment,valuation,portfolio construction,investors,insights,portfolio performance,the solution,faqs
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Quest Asset Partners | Boutique fund manager investing in Australian equities | questap.com.au Reviews

https://questap.com.au

Established in August 2004, Quest manages investment portfolios on behalf of wholesale institutional clients and individual sophisticated investors. At

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1

Investment Process assessment valuation portfolio construction | Quest Asset Partners

http://questap.com.au/investment-process

Products & Perf. Quest aims to deliver above average absolute returns over time. Returns are generated by a concentrated, long only, high conviction portfolio with a target holding of 25 stocks. The portfolio is constructed with approximately equal portfolio weight in stocks that have the potential to generate significant returns over time. We do not invest on the basis of weight relative to any index. There are three stages in the Quest investment process:. Summary of Fiscal 2016. Phone: 02 9409 2333.

2

Valuation | Quest Asset Partners

http://questap.com.au/investment-process/valuation

Products & Perf. The second stage of our process is stock valuation. Our bespoke valuation template records financial performance and forecasts future key metrics with an emphasis on understanding cash flow. This second stage is known as Q-Value. Q Value is focused on long term net cash generation with a natural fade in returns being built into the valuation over time. Q Value is focused on net cash generation with a natural fade in returns being built into the valuation over time. Summary of Fiscal 2016.

3

Swapan Pandya | Quest Asset Partners

http://questap.com.au/our-team/swapan-pandya

Products & Perf. Swapan Pandya, CFA. Joined Quest Asset Partners in August 2014 as an Investment Analyst. Swapan has experience analysing and valuing a broad variety of businesses and joined Quest after a career as a broking analyst. BComm (Accounting and Finance), Univ. of Sydney. Summary of Fiscal 2016. Quest adds Macquarie to platform choice. Lithium potential finally recognised by the market. Oneview – The luck of the Irish. Suite 807, 6A Glen Street. Milsons Point NSW 2061 Australia.

4

CSL bursts through the $100 barrier | Quest Asset Partners

http://questap.com.au/csl-bursts-through-the-100-barrier

Products & Perf. CSL bursts through the $100 barrier. CSL became the only stock in Australia to be trading above $100 on Tuesday 4. August. CSL was previously known as Commonwealth Serum Laboratories and started operating as a government vaccine manufacturer at the Melbourne Hospital in 1916. CSL was privatised and listed on the ASX on 4. CSL continues to benefit from a weakening Australian dollar and has been very strong in recent weeks leading up to the annual result. Perhaps a little too strong!

5

Chris Cahill | Quest Asset Partners

http://questap.com.au/our-team/chris-cahill

Products & Perf. Joint founding partner of Quest Asset Partners, establishing the business with Michael Evans in 2004. Chris has extensive experience in all facets of investment management, having managed substantial small, mid and large cap client portfolios, following a successful career in stockbroking. BComm (Accounting, Finance and Systems), Univ. NSW. Member of Institute of Chartered Accountants. Summary of Fiscal 2016. Quest adds Macquarie to platform choice. Oneview – The luck of the Irish.

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Quest Asset Partners | Boutique fund manager investing in Australian equities

A true boutique with a focus on results. Quest is committed to remaining a true boutique, focused on a smaller number of stock investments and a higher rate of return for clients. Wealth is built with patience and discipline. Quest is a boutique fund manager specialising in Australian shares. Since the company began in early 2005, the portfolio has delivered an annualised return, after fees, of 9.1%. Disclaimer Past performance provides no guide to future performance. Suite 807, 6A Glen Street.

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