Castle Investment Management is a SEC registered investment adviser based in Alexandria, Virginia. We are the Advisor to the Castle Focus Fund (MOATX).
We identify institutional managers with an absolute return mindset and deliver their investment strategies to mutual fund investors. Our manager search process resulted in the selection of St. James Investment Company as sub-advisor to the Castle Focus Fund.
We seek managers with the following attributes
We prefer patient managers who do their own fundamental research and ignore the noise generated by Wall Street, market pundits, and CNBC. We seek managers who are willing to diverge from the crowd and run portfolios that may be substantially different than their assigned benchmark or index. As we believe in active over passive investment management, we seek out experienced portfolio managers whom we believe can outperform the S&P 500 over a full market cycle.
We partner with experienced managers who have successfully navigated a variety of markets. An important consideration in our process is an assessment of the manager’s track record during periods of extreme market volatility.
We seek managers who have quietly built a strong institutional track record.
Caeli Andrews and Andrew Welle founded Castle Investment Management and handle the day-to-day management of the firm and its mutual fund, the Castle Focus Fund.
Caeli is a Co-founder and Managing Director of Castle Investment Management. Caeli’s primary responsibilities are focused on the distribution of the Castle Focus fund as well as key accounts relationships. Caeli began his career in mutual fund distribution in 1999 and has experience in the sales of mutual funds, separately managed accounts and closed-end funds. Caeli earned a BS in Management from Keene State College.
Andrew is a Co-Founder and Managing Director of Castle Investment Management. He has more than 15 years of experience in the investment management and mutual fund industries. His primary responsibilities at Castle include marketing and the distribution of the Castle Focus Fund. Andrew earned a Bachelor of Science degree from James Madison University and received a M.B.A. in Finance from George Mason University.