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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

Q2 2025 Commentary: The Not So Magnificent Seven

Market Commentary— The Not So Magnificent Seven If you listen quite closely, you may be able to hear the sound of the Magnificent Seven deflating ever so slightly. The Magnificent... read more →
  • May 1, 2025
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Q1 2025 Commentary

Commentary With 2024 now in the books, it was certainly another good year for the S&P 500. The index gained more than 20% for the second consecutive year and the... read more →
  • January 24, 2025
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Q4 2024 Commentary: An Uncertain Landscape

Commentary— An Uncertain Landscape The stock market continued its impressive run in the third quarter—albeit with a small hiccup in early August. The S&P 500 closed 5.89% higher for the... read more →
  • October 24, 2024
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Market Commentary: July 15, 2024

Commentary— Historic Market? Or Challenging Market? Both Can Be True. Good news! The stock market has been rallying to all-time highs. However, as we discuss in Market Commentary below, the... read more →
  • July 25, 2024
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Market Commentary: July 15, 2024

Castle Tandem Fund Update It goes without saying that the market environment we find ourselves in has been tough to navigate. When investing for the long-term, one of the hardest... read more →
  • July 12, 2024
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Market Commentary: March 18, 2024

Market Commentary – The Fantastic Five The S&P 500 is off to its best start since 2019, rising more than 10% in the first quarter of 2024. The path of... read more →
  • May 1, 2024
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Market Commentary: March 18, 2024

Castle Tandem Fund Update It is very easy to get caught up in an individual stock, equity market or any asset, for that matter, that consistently moves higher in price.... read more →
  • March 15, 2024
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Q1 2024 Commentary: The Year that Pundits Got it Wrong

TANDX Portfolio Update Tandem has been very active in the month of January, trimming four names in the Castle Tandem Fund portfolio.  We pared back exposure in Amphenol Corporation and... read more →
  • January 31, 2024
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Market Commentary: December 15, 2023

Financial Markets Review November was the month of the reversal in just about all things related to financial markets. Everything from financial asset performance to investor sentiment to economic indicators... read more →
  • December 14, 2023
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Market Commentary: November 13, 2023

Financial Markets Review October was just a continuation of a trend that began to really take hold at the end of July. Up until the time of this writing, the... read more →
  • November 13, 2023
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