News and Announcements
Castle Point Ranger Fund Update September 2014
- Published September 16, 2014 9:34AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
During the month of August the Ranger Fund benefited from positive performance by Paperlinx, Wellcom Group, Vista Group, Boom Logistics, Swick Mining and Tower. The performance of the Fund was hindered by positions in A2 Milk Company and Emeco Holdings. In August, the Fund added a new position in Vista Group. To view the latest Ranger Fund monthly Fact Sheet please download the document attached below.
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
P:+64 9 300 6060
E: [email protected]
W: www.castlepointfunds.com
Level 4, 29-33 Shortland Street, Auckland1143, New Zealand
Company Updates
Built on discipline, not complexity: inside an ASX equities income strategy
Haydn Froggatt and Zac Brabin have decades of derivatives experience between them and access to almost any strategy in the market. They use two of the simplest structures available, and wrote 202 positions with them last year. Published by Fairway Capital Management. Based on an interview with co-founders Haydn Froggatt and Zac Brabin. Two traders, […]
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
Backed By Leading Investment Groups and Family Offices
