castle point funds management

This year has started with quite the kick to investors’ solar plexus. Bond yields have jumped, and equity markets have dropped. Not a good beginning to 2022 for either...

In a bull market investors are well rewarded for “buying the dip”. As a share market sets new all-time highs, as most global share markets did through 2021, the bulk...

In this article we have a look back at 2021 and consider what 2022 might bring. This time last year it felt like we had been through a year for the ages and that some...

In this article, we discuss how there are many ways to approach investing and the approaches of traders and long-term investors could hardly be more different. The...

The recent fall in US long-dated bond prices was a good reminder of what might happen if interest rates steadily rise from here. From September 2020 to March 2021 the...

This year has seen a series of unusual price moves in many different asset classes, energy prices have soared, and of course, cryptocurrency has been all over the...

Who doesn't want to earn a quick buck? We would certainly like to. It is just not that easy in equity markets. But this seems to be the approach taken by many...

Last month was one of the year’s two big reporting seasons. The majority of listed companies have either a December or June year end, which means that in February and...

The Reserve Bank Monetary Policy Committee announcement last week was one of the most highly anticipated for many years. The recent series of readings on the New...

There is little doubt that Elvis is in the building, in this case Elvis being elevated data points of price inflation. Central banks are adamant that these data points...

The a2 Milk Company (a2) has always been an interesting business, especially over the past five years. From 2015 to 2020 the business delivered explosive growth....

The grainy photo below shows a young Paul Tudor Jones from the mid-1980s in the Stamford, Connecticut, office of his hedge fund, Tudor Investment Corporation. This...

At the recent Heathcote Meet the Managers roadshow, 13 investment managers presented, and it was surprising that almost every single presentation in one way or another...

The recent news that Scales Corporation has emerged as a front runner to acquire Villa Maria Estates brought to mind a checklist that investors would be advised to run...

Share prices should be a reasonably accurate gauge of the intrinsic value of a company's valuation. It is then safe to assume that news which is fundamentally good for...

2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until mid-March that 2020 saw volatility, although clearly, it was extremely volatile...

It is hard to imagine that anyone would willingly entrust their savings to a failure. Indeed, few professional services will ever concede to having a guaranteed...

Not as shocking as a global pandemic, in this year of shocks, was the decision by the AMP to become a passive investor. To the investment community in New Zealand...

Back in early August, we contributed an article that highlighted some potential headwinds that a2 Milk could be facing in the near, medium and long-term. In it, we...

Dr Maria Konnikova was an experimental psychologist who decided to take a year out to learn how to play poker, with the aim of winning professional tournaments. She...