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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

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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Harvesting Black Swans

Wednesday, August 21st, 7:00AM

If you are worried that you are feeling a little too positive about the world, Nassim Taleb's book, The Black Swan, is a good way to bring you back down to earth.

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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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Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.05 3.95 4.49
ANZ Special - 3.55 3.45 3.99
ASB Bank 5.20 4.05 3.95 4.39
ASB Bank Special - 3.55 3.45 3.89
BNZ - Classic - 3.55 3.45 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 3.99 4.49 -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
HSBC Premier 5.24 3.35 3.35 3.35
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kainga Ora 5.18 4.04 3.95 4.39
Kiwibank 5.80 4.30 4.20 4.64
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.55 3.45 3.89
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.25 4.15 -
Pepper Money Near Prime 5.64 - 5.44 5.44
Lender Flt 1yr 2yr 3yr
Pepper Money Prime 5.18 - 4.98 4.98
Pepper Money Specialist 7.59 - 7.39 7.39
Resimac 4.50 4.86 3.89 3.94
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - ▼3.55 3.39 3.89
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.49 3.59 3.89
The Co-operative Bank - Standard 5.15 3.99 4.09 4.39
TSB Bank 6.09 4.35 4.25 4.69
Lender Flt 1yr 2yr 3yr
TSB Special 5.29 3.55 3.45 3.89
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Westpac - Offset 5.34 - - -
Westpac Special - 3.55 3.45 3.99
Median 5.34 4.04 4.09 4.39

Last updated: 11 November 2019 4:01pm

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