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 →
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.
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 →
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 →
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 →
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 →
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 →
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 →
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 →
Market Comments In broad strokes, our investment process is based on the principles of being careful and being prepared. We invest when we can identify high quality companies that can... read more →