April 2018

This investment commentary contains the following articles:

 

Quarter in review

Fund activity!

Time to get climbing?

Governance versus alignment

 

We first review a volatile but positive quarter.  We then discuss our higher-than-usual investment activity in “Fund activity!”. We get long-term again when we discuss bond cycles in “Time to get climbing?”  Finally, we caution against corporate governance box ticking in “Governance versus alignment”

 

Disclaimer: The following commentaries represent only the opinions of the authors. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. All material presented is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Castle Point Funds may or may not have investments in any of the securities mentioned.

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