We start by discussing our activity over the quarter. In “Why investing for the long-term works” we reconcile two seemingly contradictory investment approaches recommended by Warren Buffet. We worry about traditional balanced investment strategies in “Traditional balanced funds - return free risk?” and in our last article we explain why we don’t invest in pre-profit companies.
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.