January 2018

Happy New Year!  This investment commentary contains the following articles:

Quarter in review

Year in review

NZ equities – a perfect 2017


Stock picking and the art of motorcycle maintenance


We first review the previous quarter and then the year, including NZ Equities perfect 2017, and then do a bit of crystal ball gazing in “Outlook”.  Finally, we discuss the futility of forecasting and how we look for quality companies in “Stock picking and the art of motorcycle maintenance“.  Wishing you all a very prosperous New Year.


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.

Product disclosure statements, issued by Castle Point Funds Management Limited, can be found at www.castlepointfunds.com/investor-documents.