Castle Point Funds Management

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.