Ranger FundThe Castle Point Ranger Fund can invest in a broad range of New Zealand and Australian assets, including cash, debt instruments, equities, derivatives and other assets. The fund's objective is to provide equity-like returns over the long term while minimising exposure to extreme share market fluctuations. Learn more
5 Oceans FundThe Castle Point 5 Oceans Fund is a diversified fund that provides exposure to a range of growth and defensive assets both globally and locally. The fund can invest both in direct securities and selected managed funds. The fund's objective is to generate a positive return above cash with a focus on protecting investors capital. The fund pays out a monthly distribution. Learn more
Why choose Castle Point?
"You cannot beat the market if you think like the market." Our portfolios are highly differentiated from the market indices and the typical equity market investor. We take a genuinely long-term view of our investments.
Castle Point is a boutique Fund manager formed in 2013 by Richard Stubbs, Stephen Bennie, Jamie Young and Gordon Sims.
Winner of the Boutique Manager of the Year and Australasian Equities awards.
May 2023 - When it comes to equities, there is no hiding from the voting machine
Famous value investor and mentor to Warren Buffet, Benjamin Graham, stated that in the short run, the stock market is a voting machine but in the long run, it is a weighing machine. What he meant by this was in the short run the stock market can...
May 2023 - No-one really wants to be known as ‘Poodles’
I’m guessing most readers have heard about behavioural biases that can create mispricing in in the share market. Academics Tversky and Kahneman arguably pioneered this topic when they published a paper in 1974 called “Judgement Under Uncertainty:...