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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

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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Solving Japan’s financial problems…and creating some for New Zealand

Tuesday, June 12th, 6:00AM

Japan is in some ways the poster child for the developed world's current financial problems. In 1989 its huge equity and property bubbles burst and, rather than aggressively addressing the resulting problems, Japan’s government propped up its financial system, creating zombie banks, persistent deflation and the very high level of Japan government debt that we see today.

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Sound corporate governance is good, but management alignment is better

Tuesday, March 20th, 9:26AM

It's better to hang out with people better than you. Pick out associates whose behaviour is better than yours and you'll drift in that direction. - Warren Buffett

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Stock picking and the art of motorcycle maintenance

Tuesday, January 16th, 10:54AM

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Super cheap Boom

Monday, November 27th, 9:31AM

“Thinking creatively about the future, rather than unimaginatively extrapolating from the past is also the key to capturing the value of change.” Ed Lam, Somerset Capital, Portfolio Manager

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Equities versus Bonds?

Monday, October 30th, 11:00AM

The often-used phrase "margin of safety" is usually attributed to famous value investor and Warren Buffett’s teacher, Benjamin Graham. Its definition varies widely.

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Don’t bank on those dividends

Monday, September 18th, 6:00AM

In its latest investment commentary Castle Point Funds Management works out what is the best time to invest in banks.

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Traditional balanced funds - return free risk?

Monday, June 19th, 9:05AM

If you have a KiwiSaver account or an investment portfolio the likelihood is that you will be invested in some sort of diversified balanced fund. This is the typical investment for an investor who has an average tolerance for risk and is not too close to retirement.

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Tourism Holdings – Motoring Through the Capital Cycle?

Monday, May 15th, 10:34AM

"When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact." - Warren Buffett

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.65 4.85 4.99
ANZ Special - 4.15 4.35 4.49
ASB Bank 5.80 4.59 4.69 4.79
ASB Bank Special - 4.19 4.29 4.39
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.19 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
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 4.90 4.95 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - 3.85 - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.69 4.69 4.99
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.19 4.19 4.49
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.19 ▼3.95 4.49
Sovereign 5.90 4.59 4.69 4.79
Sovereign Special - 4.19 4.29 4.39
The Co-operative Bank - Owner Occ 5.75 4.19 ▼4.35 4.49
The Co-operative Bank - Standard 5.75 4.69 ▼4.85 4.99
TSB Bank 5.80 4.69 4.69 4.99
TSB Special - 4.19 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.19 4.29 4.49
Median 5.89 4.62 4.69 4.79

Last updated: 19 October 2018 6:18pm

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