Author Archive

08
Jun

Lithium potential finally recognised by the market

Lithium potential finally recognised by the market

One of the challenging issues in funds management is the discovery and processing of information. Portfolio managers and analysts are subject to enormous flows of information and one of the skills required to succeed in funds management is the ordering, processing and discarding of ideas. Our view is that a great idea is rarely unique for more than a day. The information advantage can be as short as a few minutes.

03
May

Reliance Worldwide

Reliance Worldwide

Plumbing manufacturer Reliance Worldwide (RWC) closed the first day of trading at $2.95 after the offer was priced at $2.50 by joint lead managers JP Morgan and Macquarie Bank in late April 2016. Quest participated in this IPO, one of the few we have been attracted to in this IPO season.

06
Apr

Oneview – The luck of the Irish

Oneview – The luck of the Irish

Oneview Healthcare PLC (ONE) listed on the 17th March 2016 at $3.58 per share. Oneview is a Dublin based hospital software business with an emphasis on patient engagement. The company has raised capital to fund the global roll out of software to existing and potential clients. Appropriately, Oneview listed on St Patrick’s Day.

03
Mar

The Australian Article – Galileo Japan Trust

The Australian Article – Galileo Japan Trust

The Australian article including an interview with Chris Cahill from Quest Asset Partners on Galileo Japan Trust “REITs in retreat as RNY plans to sell its portfolio”

01
Mar

Galileo Japan Trust delivers for Quest Asset Partners

Galileo Japan Trust delivers for Quest Asset Partners

Quest participated in the restructuring of Galileo Japan Trust in August 2013 at $1.50 per share. The Trust has always traded well below net tangible asset backing since then while paying an attractive tax deferred yield of approximately 8% per annum.

27
Jan

Solid return for Quest portfolios in 2015

Solid return for Quest portfolios in 2015

The Quest Australian Equities Concentrated Portfolio delivered a post fee return of 9.4% compared to the market return of 2.8%, an out performance of 6.6% to 31st December 2015.

22
Jan

Correction? Not really.

Correction? Not really.

The press is currently buzzing with the latest market correction but what has occurred requires a reality check.

10
Nov

Lonsec upgrades Quest Rating

Lonsec upgrades Quest Rating

Lonsec has upgraded the rating for the Quest Australian Equities Concentrated portfolio after a recent review.

05
Nov

Quest return well ahead of market

Quest return well ahead of market

The Quest Australian Equities Concentrated portfolio has a 1 year return of 8.3% but is well ahead of the benchmark of minus 0.5%.

14
Oct

iSelect receives conditional proposal

iSelect receives conditional proposal

Quest is a substantial holder in iSelect which today announced that the Board had received a confidential, indicative, non-binding and conditional proposal from an international private equity firm.