October 2018

This investment commentary contains the following articles: 


Quarter in review 

A week in review, October 11th 

Portfolio Insurance 

Quality or Value? 


Only three articles this quarter, but plenty to read.  We first review the past quarter. We then discuss an approach to tail-risk hedging in “Portfolio Insurance” and end with a discussion on a recent investment and the categorisation problem that it posed for us, “Quality or Value?”.  


Most of these commentaries were written before the recent market wobble so we have added a short discussion on it in “A week in review, October 11th. 


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