Castle Point Funds Management Limited is the wholly owned subsidiary of Castle Point Holdings Limited, which is co-owned by the investment team and other stakeholders. The combined partnership has a sound capital base, sound infrastructure and controls and a deep and experienced pool of investment professionals.
The team uses a highly disciplined approach to identifying investment candidates based on an investment philosophy that has been proven over many decades. Each candidate is then subjected to a thorough research process to identify only the best value, growth, and quality companies. Portfolios are then constructed around these companies to cater for risk/return tolerances of different investor groups.
The team is experienced and the shared philosophy allows for robust, constructive debate. Portfolios are co-managed and all members of the team participate in company analysis and fund management duties.
2021 - Winner of the Morningstar Fund Manager of the Year - Domestic Equities
2019 - Winner of the Zenith FundSource Awards - Boutique Manager of the Year and Australasian Equities.
2018 - Winner of the FundSource Awards - Alternatives Sector.
2018 - Finalist of the FundSource awards for Boutique Manager of the Year.
2013 - Finalist of the INFINZ Equity Manager of the Year.
Castle Point Ranger and 5 Oceans funds are rated by Morningstar.
All funds are AA rated by Fundsource.
Previously the team has also been a finalist for Equity Manager of the Year at the INFINZ awards in 2013.