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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

Q4 2022 Commentary: Looking Backward to Move Forward

Looking backward to move forward For most investors, 2022 was a challenging year. The struggle to regain some sense of normalcy following a global pandemic took a new twist. Volatility... read more →
  • January 30, 2023
  • Uncategorized

Market Commentary: November 10, 2022

Financial Markets Review After a dismal August and September where the S&P 500 declined 4.08% and 9.21%, respectively, the market was due for a bounce. Over the past month, equity... read more →
  • November 9, 2022
  • Uncategorized

Q3 2022 Commentary: Focus on the Company, Not the Economy

After rallying through the summer, the market is back to its declining ways The third quarter of 2022 was a tale of two markets. From June 30th through August 16th,... read more →
  • October 21, 2022
  • Uncategorized

Market Commentary: October 19, 2022

Financial Markets Review The hopefulness surrounding the mid-summer rally has officially dissipated as the S&P 500 closed out September by setting a new year-to-date low and ending down six of... read more →
  • October 19, 2022
  • Uncategorized

Market Commentary: September 9, 2022

Financial Markets Review The recovery in equity prices that began in mid-June started to retreat in August. All three major indices – the S&P 500, Nasdaq, and Russell 2000 –... read more →
  • September 13, 2022
  • Uncategorized

Q2 2022 Commentary: Finding the Discipline to Buy Low and Sell High

The first half of the year was the worst since 1970. What now? The first half of the year is now in the books, and with that comes a welcome... read more →
  • August 2, 2022
  • Uncategorized

PM Q&A: Beta, Cash, and Volatile Markets

The Fund has a beta1 of 0.62 (3 yrs vs S&P 500).  Do you manage the Fund with an eye toward producing a lower beta, or is that an ancillary... read more →
  • July 11, 2022
  • Uncategorized

Q1 2022 Commentary: Does a Bumpy Start Portend a Rough Year, or Opportunity?

Does a bumpy start portend a rough year, or an opportunity? U.S. equities broke their quarterly winning streak, declining for the first time since the depths of the pandemic. The... read more →
  • May 2, 2022
  • Uncategorized

Market Commentary: March 14, 2022

Financial Markets Review March 14, 2022 The volatility in financial markets that began a little more than 3 months ago took another leg higher in the back half of February... read more →
  • March 14, 2022
  • Uncategorized

Q4 2021 Commentary: COVID Couldn’t Close this Party

COVID couldn’t close this party Another remarkable year in the stock market has come to a close. Much of the commentary in these pages will address the uncertainty that lies... read more →
  • January 28, 2022
  • Uncategorized
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