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Investments

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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.

www.castlepointfunds.com

a2 Milk – growth stocks and downgrades don’t mix well

Friday, October 23rd, 6:00AM

A case study in understanding how downgrades impact growth stocks, by Castle Point's Stephen Bennie.

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Reporting season and forecasting a waste of time

Tuesday, September 15th, 6:00AM

Castle Point's Richard Stubbs questions whether there is much value to the effort and activity that goes in to six-monthly earnings announcements.

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a2: could the milk be starting to turn?

Thursday, August 13th, 9:04AM

Castle Point's Jamie Young looks at a2 Milk's standout success, and asks whether investors can expect this to continue?

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A story of value v growth

Wednesday, July 22nd, 8:41AM

Castle Point co-founder Gordon Sims tells a story about two companies; one a value play and the other a growth opportunity. Which one do you think is best?

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Considering the trans-Tasman bubble

Tuesday, June 16th, 8:00AM

There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel.

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Will corporates embrace remote working?

Friday, May 22nd, 6:31AM

Will the success of corporate employees working from home during lockdown lead to a permanent shift to workers being home-based? 

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Capital raises are coming – but will the price be right?

Tuesday, April 21st, 7:00AM

Castle Point takes a critical look at some of the ASX and NZX capital raisings we have seen so far as a result of Covid-19's economic impact. Do they represent good value for investors?

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Negative news abounds; but things will get better

Wednesday, March 18th, 6:43AM

Castlepoint Funds Management director Richard Stubbs puts some investment perspective around Covid 19.

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NZ equity returns for the next decade?

Wednesday, January 22nd, 5:59AM

Jamie Young looks at the above normal returns achieved in 2019, how the market has been tracking since 2005 and what that could mean for 2020 and beyond.

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Lowdown on NZ primary sector investment

Tuesday, November 19th, 8:00AM

There are more complexities to investing in the primary sector than you might imagine. 

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The importance of luck (and recognising it)

Tuesday, October 22nd, 8:00AM

Castle Point Funds Management partner Stephen Bennie says that early in his career, an important mentor had a favourite saying, “I’d rather be lucky than smart”.

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A guide to contrarian investing

Tuesday, September 17th, 6:00AM

Does contrarian investing really work? CastlePoint Funds Management explains the process and what is required to succeed.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA 4.55 2.55 2.69 2.79
ANZ 4.44 3.09 3.25 3.39
ANZ Special - 2.49 2.69 2.79
ASB Bank 4.45 2.49 2.59 2.65
Bluestone 3.49 ▼3.34 ▼2.99 ▼3.34
BNZ - Classic - 2.49 2.69 2.79
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.09 3.29 3.39
BNZ - TotalMoney 4.55 - - -
CFML Loans 4.95 - - -
Lender Flt 1yr 2yr 3yr
China Construction Bank 4.49 4.70 4.80 4.95
China Construction Bank Special - 2.65 2.65 2.80
Credit Union Auckland 5.45 - - -
Credit Union Baywide 5.65 3.95 3.85 -
Credit Union South 5.65 3.95 3.85 -
First Credit Union Special 5.85 2.95 3.45 -
Heartland 3.95 2.89 2.97 3.39
Heartland Bank - Online 2.50 1.99 2.35 2.45
Heretaunga Building Society 4.99 3.50 3.40 -
HSBC Premier 4.49 2.25 2.35 2.65
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 3.69 2.45 2.45 2.65
Kainga Ora 4.43 2.93 3.07 3.24
Kainga Ora - First Home Buyer Special - 2.25 - -
Kiwibank 3.40 3.30 3.50 3.50
Kiwibank - Offset 3.40 - - -
Kiwibank Special 3.40 2.55 2.65 2.65
Liberty 5.69 - - -
Nelson Building Society 4.95 3.45 3.49 -
Pepper Essential 4.79 - - -
Resimac 3.39 3.35 2.99 3.35
Lender Flt 1yr 2yr 3yr
SBS Bank 4.54 2.99 3.09 3.15
SBS Bank Special - 2.49 2.59 2.65
Select Home Loans 3.49 3.34 2.99 3.34
The Co-operative Bank - First Home Special - - - -
The Co-operative Bank - Owner Occ 4.40 2.49 2.69 2.79
The Co-operative Bank - Standard 4.40 2.99 3.19 3.29
TSB Bank 5.34 3.29 3.29 3.59
TSB Special 4.54 2.49 2.49 2.79
Wairarapa Building Society 4.99 3.55 3.49 -
Westpac 4.59 3.09 3.29 3.39
Westpac - Offset 4.59 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 2.49 2.69 2.79
Median 4.54 2.95 2.99 2.97

Last updated: 3 December 2020 9:38am

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