October 2019

Investment Commentary October 2019

This investment commentary contains the following articles:


Quarter in review

A guide to contrarian investing

The importance of luck (and recognising it) 

Harvesting black swans


This quarter we give our opinion on the process for successful contrarian investing in “A guide to contrarian investing”.  We then give our opinion on the role of luck in investing in “The importance of luck (and recognising it)”, and how to position yourself to maximise it in “Harvesting black swans”.


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.