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Long Only Equities
We believe that a diversified portfolio containing investments such as commodities and real assets, plus traditional assets like stocks and bonds, is most likely to produce the best returns with less risk. Diversity encompasses investments in gold, precious metals, and equities in countries such as those in the Next 11 fund.
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 investors' portfolio.
Our intermediaries and their clients receive monthly performance updates and regular research reports. We host seminars and events designed to clarify the markets, our funds and client portfolios. This level of transparency creates maximum understanding and supports informed investment decision making.
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.