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 →
Market Comments The beta for the Castle Focus Fund (MOATX) for the last five years is 0.55 versus the S&P 500. We start our quarterly commentary with this fact to... read more →
“In tangled wreaths, in clustered gleaming stars, In floating, curling sprays, The golden flower comes shining through the woods These February days” Yellow Jessamine, by Constance Fenimore Woolson, 1900 The... read more →
Market Comments “No warning on earth can save people determined to grow suddenly rich.” —Lord Overstone When newspapers and reporters declare the stock market is up or down due to... read more →