Castlestone Asset Management

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Investment philosophy

At Castlestone  Management, our aim is to provide liquidity  (both at a fund level and with regards to the underlying instruments within the fund); transparency, and that our funds do not have or use leverage. Our intermediaries and their clients receive monthly performance updates and regular research reports. This creates maximum understanding and supports informed investment decision making.

Experience & strategy

We continue to employ the highest quality Investment Professionals and Analysts who have the skill set to manage and develop our funds. Our Investment Professionals' experience gives us insight into the impact of market conditions on fund performance and therefore the effect on wealth creation. Our investment philosophy is influenced by the long term approach taken by University Endowments. We believe this philosophy should enable our funds to complement any investor's portfolio.

Independent oversight

Castlestone Management fully endorses independent oversight of the operations of the business. Our internal processes, procedures and compliance department are monitored by external parties, including an independent Administrator and Custodian. In addition, we appoint independent Directors to our funds. Our funds are externally audited.


Our range of funds has unique strengths, created to meet specific needs and allow portfolio diversity. Whether your target is long term stability, or targeted exposure to certain asset classes, Castlestone Management delivers precisely what intermediaries and clients demand.