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Advisor to the Castle Focus Fund
Castle Investment Management identifies institutional managers with an absolute return mindset and delivers 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
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Independent Thinkers
We prefer patient managers who do their own fundamental research and ignore the noise generated by Wall Street.
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Investor Class: MOATX
Class C: CASTX
The Castle Focus Fund will follow the same
strategy that the sub-advisor has used for
its private clients since 1999.
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Highly Experienced
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.
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Long-Term Approach
We seek managers who have quietly built a strong institutional track record.
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learn more about the Fund's Sub-Advisor - St. James Investment Company
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