castle point funds management

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...