Freephone: 0508 410 815 clayton@heathcoteinvestment.com

Castle Point Funds Management

Castle Point Funds Management Limited

Castle Point Funds Management Limited

Castle Point Funds Management Limited is the wholly owned subsidiary of RAW Capital Partners (New Zealand) Limited. The NZ based investment team co-own that company along with the shareholders of New Zealand Assets Management Limited and RCP Holdings Limited (Guernsey) (a Guernsey based asset manager). The combined partnership has a sound capital base, industry leading 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.

The team’s disciplined approach has produced out-performance in Trans-Tasman equities over the four years the team has been together and the team was a finalist for Equity Manager of the Year at INFINZ 2013, New Zealand’s most prestigious financial services industry awards.