Castlestone Asset Management

 
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Monthly Commentary - March 2018
05 April 2018
The month of March saw global equity markets fall in value as an increase in volatility saw... more

Hubbis interview with Angus Murray

New approaches needed to managing portfolios

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Hubbis interview with Angus Murray #2

The Castlestone Management proposition

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Founded by Angus Murray in 1996 Castlestone Management Inc. is proudly celebrating 20 years in business. Over the past 20 years the company has built strong professional relationships with its financial intermediaries and counterparties. Evidenced through the relationships with its auditors and administrator who have been there since the beginning.

Castlestone Management, its directors and all of its employees would like to thank all of their professional relationships for their continued support. In addition, we remain committed to you, our clients, and thank you for your continued confidence and support. We look forward to sharing many years of continued success with you.

At Castlestone Management, we believe that the investment environment today is about products that are liquid, easy to understand, completely transparent, unleveraged and, most importantly, only hold liquid instruments. It is about determining the correct asset class and being able to generate sustained growth over a long period.

Aliquot Gold Bullion Inc. has been trading since 2003 and aims to offer investors 100% investment exposure (unleveraged) to physical gold bullion. Gold has historically shown to be an ‘insurance’ when added to a diversified portfolio, acting as a safe-haven asset in times of economic and geopolitical turmoil such as in 2008.

The Equity High Yield and Emerging Markets Equity High Yield funds have portfolios that consist of listed, exchange-traded equities and targets semi-monopolistic stocks with inelastic demand, solid balance sheets, quality fundamentals and high dividend yields. The Funds aim to enhance returns by writing covered calls against the underlying equities. This strategy, combined with buying stocks in consumer staple industries that provide above average dividend yield, help the funds to outperform in a sideways or downward moving market.

 

Funds at a glance