GoodReturns

Castle Point Funds Management

Castle Point Funds Management is a boutique Fund manager which was formed in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims.

We invest with a long-term perspective and focus on capital preservation. Double winner of the 2019 Zenith FundSource Boutique Manager of the Year and Australasian Equities awards.

Our investment philosophy and process seek to exploit market inefficiencies that exist, in our opinion, because financial market investors tend to:
focus on recent past performance

underestimate the effect of capital flows and the resilience of poor returning companies (we call this the ‘Value Opportunity’)
underestimate the length of time growth companies can earn excess returns (we call this the ‘Quality Opportunity’).

We use disciplined investment processes to find, research and include investment opportunities in our portfolios.

Our investment commentaries frequently delve into examples that illustrate how our investment philosophy works in practice.

All our investment assets are safeguarded with MMC, the custodian of all our Funds.

The independent supervisor of our Funds are the Public Trust, a crown-owned trustee.