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Castle Point

Castle Point 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.

Our investment philosophy and process seeks 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.

September 2016 – Richard looks at how being a long term investor creates opportunities for both Quality and Value investments.

July 2015 – Stephen explains how the short term horizon can create fantastic investment opportunities, especially in fast growing Quality companies.

April 2015 – Gordon takes you through the importance of good corporate governance in the companies into which we invest.

Jan 2015 – Stephen discusses how value investing can test an investor’s resolve, in a Case Study of Pain.

All investments are kept with the Public Trust, our custodian and supervisor.

www.castlepointfunds.com

A narrative to take markets higher

Thursday, July 11th, 8:20AM

We discuss the possible role for a once obscure economic theory that is gathering supporters around the world - Modern Monetary Theory.

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A Capital Offence

Tuesday, June 18th, 8:00AM

Fletcher Building made the news again last week in a Radio New Zealand Checkpoint piece focusing on the One Central development in Christchurch, formerly known as the East Frame.

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PE of 1

Tuesday, May 21st, 7:00AM

The holy grail of investing

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Risk Parity – Models and Myths

Tuesday, April 16th, 7:00AM

On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the answer.

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4 reasons why the Ranger Fund can enhance your core equity portfolio

Tuesday, March 19th, 7:00AM

The Ranger Fund was recently announced winner of the 2018 FundSource Awards – Alternative Sector. This category included Australian and New Zealand long-short funds. We set the Ranger Fund up as a place for our personal savings. We see it as our core savings fund. However, we acknowledge that the award speaks to the defensive characteristics of the fund, and our different approach to investing.

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Volatility in the markets is an investor's friend

Tuesday, February 12th, 9:01AM

The markets have been highly volatile in recent months, but it's not all bad news, Castle Point Funds Management explains why.

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Eight reasons to be optimistic about 2019

Tuesday, January 8th, 8:00AM

Castle Point Funds Management portfolio manager Richard Stubbs gives investors eight reasons to be optimistic about this year.

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Time to invest in gold?

Tuesday, November 20th, 11:23AM

Warren Buffett makes a good case regarding gold.

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Portfolio insurance protection explained

Tuesday, October 23rd, 8:00AM

Castle Point Funds Management says there are heightened risks in financial markets and it's time for managers to put some protection into their portfolios. This feature explains how they are they are adding protection.

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Dire Straits for Infrastructure Funds

Tuesday, September 18th, 8:00AM

One of the Cook Strait ferry operators, Strait Shipping, was mentioned in the news recently. Although it doesn’t feature in any of Castle Point’s investments, it did tweak our interest.

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Corporate Values, worth the effort?

Tuesday, August 14th, 9:36AM

"Communication. Respect. Integrity. Excellence." - Enron

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To be or not to be? (A Conglomerate)

Tuesday, July 17th, 8:30AM

In a recent investor update in Sydney, Fletcher Building’s new CEO, Ross Taylor, took the bold step of comparing the company’s performance to global building material giants such as Saint Gobain and CRH, who respectively have revenues of €44b and €28b (10 and 8 times bigger than Fletchers).

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.69 4.35 4.35 4.55
ANZ Special - 3.85 3.85 4.05
ASB Bank 5.70 4.29 4.35 4.55
ASB Bank Special - 3.89 3.85 4.05
BNZ - Classic - 3.85 3.85 4.05
BNZ - Mortgage One 6.40 - - -
BNZ - Rapid Repay 5.85 - - -
BNZ - Std, FlyBuys 5.80 4.69 4.59 4.79
BNZ - TotalMoney 5.80 - - -
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.60 4.75 -
Housing NZ Corp 5.80 4.69 4.49 4.45
HSBC Premier 5.89 3.79 3.79 3.89
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.65 3.85 3.95 3.89
Kiwibank 5.80 4.60 ▼4.60 ▼4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.65 - - -
Kiwibank Special - 3.85 ▼3.85 ▼3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 ▼4.69 ▼4.79 -
Resimac 5.30 4.86 4.14 4.19
RESIMAC Special - - - -
SBS Bank 5.79 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 3.85 3.85 3.99
Sovereign 5.80 4.29 4.35 4.55
Sovereign Special - 3.89 3.85 4.05
The Co-operative Bank - Owner Occ 5.65 3.89 3.89 4.05
The Co-operative Bank - Standard 5.65 4.39 4.39 4.55
TSB Bank 5.69 4.45 4.35 4.55
TSB Special - 3.95 3.85 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.79 4.69 4.79 5.19
Westpac - Offset 5.79 - - -
Westpac Special - 3.85 3.85 4.05
Median 5.80 4.35 4.35 4.19

Last updated: 19 July 2019 10:59am

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