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Articles tagged with 'Castle Point'

a2: could the milk be starting to turn?

13 August 2020 - Castle Point's Jamie Young looks at a2 Milk's standout success, and asks whether investors can expect this to continue?

A story of value v growth

22 July 2020 - 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?

Considering the trans-Tasman bubble

16 June 2020 - There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel.

Will corporates embrace remote working?

22 May 2020 - Will the success of corporate employees working from home during lockdown lead to a permanent shift to workers being home-based? 

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

21 April 2020 - 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?

Negative news abounds; but things will get better

18 March 2020 - Castlepoint Funds Management director Richard Stubbs puts some investment perspective around Covid 19.

NZ equity returns for the next decade?

22 January 2020 - 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.

Lowdown on NZ primary sector investment

19 November 2019 - There are more complexities to investing in the primary sector than you might imagine. 

The importance of luck (and recognising it)

22 October 2019 - 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”.

A guide to contrarian investing

17 September 2019 - Does contrarian investing really work? CastlePoint Funds Management explains the process and what is required to succeed.

Harvesting Black Swans

21 August 2019 - 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.

A narrative to take markets higher

11 July 2019 - We discuss the possible role for a once obscure economic theory that is gathering supporters around the world - Modern Monetary Theory.

A Capital Offence

18 June 2019 - 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.

Chief operating officer for Castle Point Funds

11 June 2019 - Fund manager Castle Point has revealed its new chief operating officer.

PE of 1

21 May 2019 - The holy grail of investing

Risk Parity – Models and Myths

16 April 2019 - 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.

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

19 March 2019 - 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.

Volatility in the markets is an investor's friend

12 February 2019 - The markets have been highly volatile in recent months, but it's not all bad news, Castle Point Funds Management explains why.

Eight reasons to be optimistic about 2019

8 January 2019 - Castle Point Funds Management portfolio manager Richard Stubbs gives investors eight reasons to be optimistic about this year.

Portfolio insurance protection explained

23 October 2018 - 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.

Dire Straits for Infrastructure Funds

18 September 2018 - 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.

Corporate Values, worth the effort?

14 August 2018 - "Communication. Respect. Integrity. Excellence." - Enron

To be or not to be? (A Conglomerate)

17 July 2018 - 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).

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

12 June 2018 - 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.

Time to get climbing?

17 April 2018 - We recently came across the chart below, which by anyone’s standard gives a truly long-term view on interest rates. It was put together by the Reserve...

Sound corporate governance is good, but management alignment is better

20 March 2018 - 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

Morningstar finalists announced

20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...

Stock picking and the art of motorcycle maintenance

16 January 2018 - “Why else would people pay fortunes for some things and throw others in the trash pile? Obviously, some things are better than others ... but what's...

Super cheap Boom

27 November 2017 - “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

Castle Point appoints head of operations

20 November 2017 - Castle Point appoints a head of operations and looks to make further appointments to assist with distribution and client servicing.

Equities versus Bonds?

30 October 2017 - 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.

Political risk – New Zealand next?

14 August 2017 - The last eighteen months have been a particularly fascinating time to be following political events. 

Traditional balanced funds - return free risk?

19 June 2017 - 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.

Tourism Holdings – Motoring Through the Capital Cycle?

15 May 2017 - "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

The view from the other side of the world

24 April 2017 - The levels of offshore ownership in the New Zealand share market have increased dramatically in the last few years. But now offshore rates are beginning to rise again, what could that mean for our local market?

Are you being double-taxed?

13 March 2017 - As any engaged reader of the New Zealand media will have noticed there has been a recent marked increase in the number of articles and commentary debating...

Traditional balanced fund models may not deliver

7 December 2016 - The ability to swim away from risk underpins the investment philosophy behind the new 5 Oceans Fund launched by Castle Point Funds Management.

Castle Point appoints distributor

28 November 2016 - Castle Point Funds Management has appointed Heathcote Investment Partners as its distribution partner in New Zealand. Castle Point is a boutique fund manager...

Stretched equities make absolute funds appeal: Managers

4 April 2016 - Fund managers focused on absolute return say expensive New Zealand equities markets that are looking more and more tightly stretched may turn more investors around to their way of thinking.

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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 3.15 3.25 3.39
ANZ Special - 2.55 2.69 2.79
ASB Bank 4.45 2.55 2.69 2.79
Bluestone 3.49 3.49 3.49 3.49
BNZ - Classic - 2.55 2.69 2.79
BNZ - Mortgage One 5.15 - - -
BNZ - Rapid Repay 4.60 - - -
BNZ - Std, FlyBuys 4.55 3.15 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 - - - -
Heretaunga Building Society 4.99 3.85 3.95 -
HSBC Premier 4.49 2.45 2.60 2.65
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 3.69 ▼2.45 2.65 2.79
Kainga Ora 4.43 2.93 3.07 3.24
Kiwibank 3.40 3.30 3.54 3.54
Kiwibank - Offset 3.40 - - -
Kiwibank Special 3.40 2.55 2.79 2.79
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
SBS Bank 4.54 3.05 3.19 3.25
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 2.55 2.69 2.75
The Co-operative Bank - Owner Occ 4.40 2.55 2.69 2.79
The Co-operative Bank - Standard 4.40 3.05 3.19 3.29
TSB Bank 5.34 3.29 3.45 3.59
TSB Special 4.54 2.49 2.65 2.79
Wairarapa Building Society 4.99 3.55 3.49 -
Westpac 4.59 3.15 3.29 3.39
Westpac - Offset 4.59 - - -
Westpac Special - 2.55 2.69 2.79
Median 4.55 3.00 3.13 3.02

Last updated: 21 September 2020 10:48am

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