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    • Castle Focus Fund
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Castle Investment Management Castle Investment Management
  • About Castle
  • Our Funds
    • Castle Focus Fund
      • Overview
      • Investment Process
      • Performance
      • Portfolio
      • Literature
    • Castle Tandem Fund
      • Overview
      • Investment Team
      • Investment Process
      • Performance
      • Portfolio
      • Commentary
      • Literature
  • Contact Us

“Nothing at All”

Market Comments “Memory is the diary that we all carry with us.” Oscar Wilde Do bad memories fade away faster than good memories? In fact, they do according to many... read more →
  • January 21, 2019
  • Focus

Volatility Overview, Castle Focus Fund, Q4 2018

We have updated the Volatility Overview for the Castle Focus Fund as of December 31, 2018. Please click here to download a PDF of this report.
  • January 16, 2019
  • Focus

2018 Year-End Distributions

  Distributions as of December 13, 2018 Per share short-term capital gains range Per share long-term capital gains range Per share net investment income Record Date Pay Date Castle Focus Fund... read more →
  • December 17, 2018
  • Focus

Quarterly Letter, Q3 2018

Market Comments Many consider the stock market to be the greatest creator of wealth over the long term. Including the reinvestment of dividends, the stock market produced an annual return... read more →
  • October 17, 2018
  • Focus

“The Second Marshmallow”

Market Comments “A penny saved is a penny earned.” Benjamin Franklin “The waiting is the hardest part.” Tom Petty and the Heartbreakers Delayed gratification is a concept studied in the... read more →
  • July 20, 2018
  • Focus

“Let’s Go Hunt For Snipe!”

Market Comments After a long absence, volatility returned to the equity market this past quarter. In our previous quarterly commentary “The Flip Side” we wrote “The S&P 500 closed 2017... read more →
  • April 23, 2018
  • Focus

“The Flip Side.”, Quarterly Letter, Q4 2017

Market Comments “The Road Goes on Forever, And the Party Never Ends.” Robert Earl Keen Houston-based singer-songwriter Robert Earl Keen penned what is arguably his most popular song under trying... read more →
  • January 11, 2018
  • Focus

2017 Year-End Distributions

  Distributions as of December 14, 2017 Per share short-term capital gains range Per share long-term capital gains range Per share net investment income Record Date Pay Date Castle Focus Fund... read more →
  • December 14, 2017
  • Focus

2017 Capital Gains Estimates

Castle Investment Management is pleased to provide you with this estimate of capital gains distributions for the Castle Focus Fund.  We are providing you with this estimated information to assist... read more →
  • December 3, 2017
  • Focus

“At The Risk Of Sounding Like A Broken Record…”, Quarterly Letter, Q3 2017

Market Comments Do kids today even know what a ‘broken record’ sounds like? Now that nearly all music is on our phones and other devices, we’re fairly sure that a... read more →
  • October 23, 2017
  • Focus
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