Private Opportunities

Castle Point

Castle Point is a New Zealand based boutique funds management business. The name captures the essence of how they invest: Castle – taking a long-term perspective, seeking out companies that are built to last. Point – a focused and disciplined investment process, including an incentive structure aligned with clients’ returns.
Each investment candidate is 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'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.