The Castle Tandem Fund seeks to achieve long-term capital appreciation by investing in a focused portfolio of securities. Under normal market conditions, the Fund invests primarily in common stocks of large-capitalization companies. The Fund may invest in foreign securities, including American Depositary Receipts (ADRs).
We employ what we believe is a common sense investment philosophy: Companies capable of growing earnings regardless of economic circumstances are more likely to reward patient shareholders.
To perform well over a complete market cycle, companies should demonstrate: