News and Announcements
Castle Point Ranger Fund: +2.21% (vs. perf hurdle +0.67%) in September 2014
- Published October 07, 2014 11:44AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Should you wish to discuss or clarify any aspect of fund performance or positioning, please feel free to contact us (on [email protected] or 09 300 6060).
Kind regards
The Castle Point Team
E: [email protected]
W: www.castlepointfunds.com
Level 4, 29-33 Shortland Street, Auckland1143, New Zealand
Company Updates
Following the Billions: Where the Hyperscalers are Betting on the Future
The roadmap for the next decade isn’t hidden in pitch decks—it’s written on the balance sheets of Microsoft, Amazon, and Google. Their collective investment is flowing into three key areas: GPU Chips, AI Factories, and Energy. This foundational buildout signals a $7–$20 trillion economic convergence, where the physical race for infrastructure and energy is paramount. The article also covers the powerful macro case for digital assets in this new era.
The Great Re-Allocation: Why AI is Forcing Smart Money From Software to Hard Science
Smart money is rapidly shifting its investment focus from commoditized software to hard science and deep tech, as AI dissolves traditional software moats. Discover the dual pressure on investors and the pivot to businesses with durable, real-world defensive barriers.
AI is The Cheapest, Highest-Leverage Investment You Will Ever Make
AI tools offer a 10x productivity increase for a minimal monthly cost, making them the highest-ROI investment in business today. However, this massive potential remains dormant. The real opportunity is not in owning the tools, but in having the strategic playbook to deploy them organization-wide and build a defensible competitive advantage.
Backed By Leading Investment Groups and Family Offices
