News and Announcements
Castle Point Investment Commentary – April
- Published April 10, 2015 11:40AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
The latest Castle Point Investment Commentary is now available. Please click here to view or alternatively paste this link into your browser – www.castlepointfunds.com/
For our first Investment Commentary of 2015 there are four articles:
- Portfolio Review and Outlook
- First Day IPO Performance
- Good Corporate Governance
- Step Ladder on Everest
We start with a review of the Ranger Portfolio, recent transactions, and the current outlook. We then provide some analysis of the first day returns of New Zealand and Australian IPOs, and a review of the Corporate Governance practices that we look for as long term investors. We conclude by revisiting our previous article ‘Can Everest get taller?”.
To download the full document, please click on the link below.