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Castle Point Ranger Fund Update – January 2015

  • Published January 19, 2015 10:58AM UTC
  • Publisher Wholesale Investor
  • Categories Company Updates

Dear Investors,

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/quarterly_commentaries

To finish off 2014 our Investment Commentary contains four articles:
  • A Case Study in Pain
  • Could we be about to see the end of public transport as we know it?
  • A few more left field themes
  • How much would you pay to get $135m in three years’ time?
In “A Case Study in Pain” we discuss Swick Mining Services, which has been a recent detractor of performance.  We then provide some light hearted crystal ball gazing in “Could we be about to see the end of public transport as we know it?” and “A few more left field themes”.  We present our case for our investment in Tower in our final article “How much would you pay to get $135m in three years’ time?”.  Happy reading and happy New Year!

Kind regards,

The Castle Point Team
E: [email protected]
W: www.castlepointfunds.com
Level 4, 29-33 Shortland Street, Auckland1143, New Zealand
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