May 2017

We first summarise the previous quarter. Then, in “The view from the other side of the world” we discuss the attractiveness of the New Zealand equity market to foreign investors, and the risks that that entails. Finally, in “Finding gems amongst lemons - private equity backed IPOs” we revisit our previous IPO commentaries and discuss how you might find investment opportunities amongst private equity-backed IPOs, giving IVE Group as an example. 



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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