Articles tagged with 'Castle Point Funds Management'
4 June 2024 - Boutique fund manager Castle Point, which was established by a group of former Tower fund managers, has been sold.
25 March 2024 - In this article we look forward to 2024.
17 February 2024 - In this article we look at the relentless rise of passive investing.
31 December 2023 - For most of the past two years, investors in all asset classes, certainly not just equities, have been wondering what sort of landing we would experience. In my opinion, the jet plane analogy is a very apt way of thinking about the state of the global economy.
30 October 2023 - In this article we review recent activity in the bond market.
28 August 2023 - In this article we discuss how an active investor copes with underperformance.
19 May 2023 - In this article we take a closer look at the US debt ceiling.
5 May 2023 - In this article we discuss how equity market volatility all but guarantees periods of very poor performance for even the best equity market managers.
24 January 2023 - A few readers may have noticed that in recent weeks several investment industry publications and newsletters have been referencing a dominant down trend that prevailed over the S&P500 index in 2022.I thought it might be useful to have a closer look into this dominant downtrend and explain why it's been getting this recent attention.
23 December 2022 - To show you how artificial intelligence will change the world AI has written the bulk of this column for Jamie Young. Imagine having AI write your client review; that would be a time-saver.
22 November 2022 - A Santa rally is suddenly a genuine possibility, Castle Point co-founder Stephen Bennie says.
26 July 2022 - In this article we have a look at a way of assessing the valuation fundamentals of a fund.
19 May 2022 - Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns.
22 April 2022 - In this article we look at how many stocks are required to achieve diversification
16 December 2021 - In this article we have a look back at 2021 and consider what 2022 might bring.
5 November 2021 - In this article we look at how the pressure on global logistics has played a key role in rising prices through 2021.
1 October 2021 - In this article we consider the importance of reporting season.
6 August 2021 - In this article we contribute to the on-going discussion of is inflation coming or not.
18 May 2021 - In this article we discuss how there are many ways to approach investing and the approaches of traders and long-term investors could hardly be more different.
6 April 2021 - In this article we discuss the impact low interest rates have had on investors and consider the importance of the recent increase in rates
2 March 2021 - In this article we discuss the share splits and share consolidations and what they mean for investors.
3 February 2021 - In this article we discuss the valuation rationale for Elon Musk’s largest asset, Tesla.
14 December 2020 - Castle Point Chair, Amanda Smith, shares pivotal investing lessons garnered from her high profile and successful 26-year investment career.
20 November 2020 - While AMP going passive is a shock to the New Zealand investment community, it should mean more opportunity for the remaining active equity investors.
23 October 2020 - A case study in understanding how downgrades impact growth stocks, by Castle Point's Stephen Bennie.
30 September 2020 - Castle Point Funds Management has been appointed to manage an active Australasian equities mandate for a big bank.
15 September 2020 - Castle Point's Richard Stubbs questions whether there is much value to the effort and activity that goes in to six-monthly earnings announcements.
13 August 2020 - Castle Point's Jamie Young looks at a2 Milk's standout success, and asks whether investors can expect this to continue?
27 July 2020 - The actively managed Castle Point 5 Oceans Fund is now available as a KiwiSaver option, on a largely passive platform.
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?
16 June 2020 - There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel.
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