Investment funds / non-KiwiSaver / Shares / Australasia
The Castle Point Ranger Fund can invest in a broad range of New Zealand and Australian assets, including cash, debt instruments, equities, derivatives and other assets. The investment strategy of the Ranger Fund is to exploit market inefficiencies resulting from a bias to short term performance by financial market investors through investing in a range of Australasian assets. These inefficiencies exist because, in our opinion, financial market investors tend to: focus on recent past performance; underestimate the effect of capital flows and the resilience of poor returning companies (we call this the ‘Value opportunity’); and underestimate the length of time growth companies can earn excess returns (we call this the ‘Quality opportunity’). We focus our research time and stock selection on Value and Quality opportunities. We use a disciplined process to identify, research and monitor these opportunities. The degree of investment discretion in the Fund may not be suitable for some investors and we recommend you seek suitable advice.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.