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

2014 Year-End Distributions

To download a PDF of this report, click here.
  • December 19, 2014
  • News

Portfolio Manager Commentary — Western Union (WU)

As value investors who operate with a long investment time horizon, one of the most important characteristics we look for when selecting stocks for the Castle Focus Fund is a... read more →
  • February 25, 2014
  • News

2013 Year-End Distributions

December 19, 2013   To download a PDF of this report, click here.
  • December 19, 2013
  • News

Portfolio Manager Commentary — Paychex Corp. (PAYX)

We have completed the sale of Paychex Corp. (PAYX) from the Fund’s portfolio at an average sales price of $41.04 per share. As with many of our holdings we gradually... read more →
  • November 21, 2013
  • Company, News

Portfolio Manager Commentary — Exelon (EXC)

During the second week of July we closed our long suffering position in Exelon. Our fundamental investment thesis on Exelon centered on the power generating company’s leverage to increased industrial... read more →
  • August 1, 2013
  • News

Portfolio Manager Commentary — Wal-Mart Stores, Inc. (WMT)

The most controllable determinants of investment returns are the level of valuation at which investors choose to initiate their investment and the level of valuation at which they choose to... read more →
  • October 17, 2012
  • News