Quest Asset Partners
Established in August 2004, Quest manages investment portfolios on behalf of wholesale institutional clients and individual investors.
At Quest, we believe investing is most fulfilling when you own shares in great businesses. The Quest investment process has been built with this in mind and we follow a disciplined approach of seeking and valuing great businesses; then of investing with conviction. To ensure we stay ahead of the market, we impose a limit on the total number of companies in which we take a shareholding. Our objective is to build an investment portfolio that will deliver above average returns for our investors over time.
And it has worked. Clients invested with Quest since inception in February 2005 have realised a total return of approximately 262.3% (pre fees) to 31st December 2016, compared to the market return of 127.1% for the same period. This is equivalent to an average compound annual return of 11.4% p.a., pre fees, compared to the equivalent market return of 7.3% p.a.*.
We are not interested in building very large funds under management. From experience we know the challenge that comes with managing large portfolios and, as our track record is very important to us, you will not see Quest grow at the expense of performance. Quest is committed to remaining a smaller operation; a true boutique.
Typically, Quest clients have a high level of interest in the Australian share market and already own shares directly. They are attracted to Quest as it offers exposure to a quality, high conviction portfolio that is not constrained by the shackles of index performance whilst maintaining a strong focus on capital preservation.
Quest Asset Partners is owned by the investment team, which has a long and successful history working together managing money. At this time, Quest is continuing to accept investments from sophisticated investors and has an intention of capping total funds under management at around $2,000 million.
Quest has a rating from Lonsec Research Pty Ltd dated October 2015 for the Quest Australian Equities Concentrated SMA. Advisers are welcome to contact Quest to request a copy alternatively please contact your adviser for further information.
* Based on the performance on the JBWere Multi-Asset Platform. The Quest Australian Equities Concentrated Portfolio is available on a number of different platforms. The performance is shown pre fees due to the different fee schedules of the platforms. Past performance may provide no guide to future performance. Neither Quest Asset Partners Pty Limited nor any member of Quest guarantees the performance of Quest Funds, the repayment of capital or any particular return. Please contact Quest for further information.