Castle Investment Management

Castle Investment Management offers focused investment management services, emphasizing long-term capital appreciation through specialized strategies. The firm operates in the financial sector, primarily serving investors seeking to grow their capital over time. Castle Investment Management utilizes a bottom-up value approach, investing in common stocks of domestic companies and American Depositary Receipts (ADRs) of foreign companies, regardless of market capitalization. The business model revolves around actively managed portfolios, with a willingness to look different from the market to achieve superior returns. Revenue is generated through management fees associated with their investment funds, such as the Castle Focus Fund and Castle Tandem Fund. These funds are sub-advised by boutique firms like St. James Investment Company, which has a long-standing strategy for private clients. The firm is led by its founders, Caeli Andrews and Andrew Welle, who prioritize independent research and a disciplined investment process. Key risks include market volatility and sector-specific investments, detailed in the fund's prospectus. Keywords: investment management, capital appreciation, boutique advisers, long-term, focused portfolios, bottom-up value, domestic stocks, ADRs, management fees, independent research.