castle point funds management

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...

If you think a company must be ‘value’ because its share price is down 50%, look again.

In this article we have a closer look at how technical investing works.

2022 has been a rocky year for the majority of investment asset classes. One area that has had it particularly rough is the smaller end of the share market. Across...

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...

In a previous article, we looked into what makes for a good acquisition. It certainly was not a delve into complex theories, rather it looked to firmly anchor in some...

Equity investors need information to make investment decisions, otherwise, no analysis of any kind would be possible. Without any information on a company, a...

This month saw AFT Pharmaceutical (AFT) hold its annual shareholders' meeting, and it proved to be a significant milestone for the business as it announced its...

In this article, we have a look at a way of assessing the valuation fundamentals of a fund. We thought it might be useful to share some analysis we did last month....

This past week has seen Wall Street flooded with earnings releases as the July reporting season hits full flow. A good earnings season with plenty of positive...

A company's size can be measured in different ways. It can be the amount of assets it owns, number of employees, number of factories or amount of income it is...

In this article, we will examine the causes of recent volatility and a forward-looking scenario that could see investor sentiment improve. First off, here’s some...

It’s no secret that 2022 is proving a challenging year for investors. And not just for equities. Deutsche Bank analysis shows that US 10-year Treasuries have just...

Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns. Speaking recently to Good...

With Stephen Bennie, Co-Founder – Castle Point Q1: How would you describe your investment style? And what does this mean in the type of companies you invest in? At...

Why the Allbirds listing has been such a wild ride. Back in the 13th century when the enormous flightless moas still roamed across New Zealand, there were virtually...

Written by Stephen's colleague Richard Stubbs:- Team New Zealand's decision to defend the Americas Cup outside of New Zealand will be an interesting exercise on the...

It has long been a topic of discussion by investors, what is the minimum number of holdings required for acceptable diversification in an equity portfolio or an...

2022 has continued to be challenging for global share markets with the MSCI World index set to post its weakest March quarter in over a decade. The drivers of this...

Investors have sharply turned from inflation concerns to worrying about the impact of Russian tanks rolling into the Ukraine, and the possibility of wider conflict in...