St. James Investment Company of Dallas, Texas serves as the sub-advisor to the Castle Focus Fund. The firm was founded in 1999 by Robert J. Mark, the portfolio manager for the Castle Focus Fund.
Robert formerly worked in the Private Client Group at Goldman Sachs in Houston after graduating from the University of Texas at Austin where he received his MBA in Finance. Robert graduated in 1989 from the United States Military Academy at West Point with a BS in Engineering.
When managing the Fund, St. James utilizes the same value philosophy of bottom-up stock selection that they have used for private client accounts since 1999. The strategy’s track record is populated in various databases including Zephyr, Morningstar, and PSN. St. James Investment Company managed $1.30 Billion as of March 31, 2016.