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Additional information |
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Castlestone Management LLC |
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Mission statement:
Castlestone Management’s mission is to deliver stable, long-term profits to our clients, minimizing risk while capturing market opportunities in the most effective way. We have been managing clients’ money for more than a decade, and through our family of offshore and UCITS compliant funds, the company has earned the respect of investors across the world for its innovative alternative products, long-term investment results and high quality of customer service. |
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Overview:
Our Philosophy and Expertise
Diversification
At Castlestone Management, we believe that a well-diversified portfolio, comprising alternative investments such as commodities, hedge funds and art, along with traditional assets like stocks and bonds, will enable investors to make the best returns while minimizing risk. From focused investments in gold and precious metals to less-orthodox assets such as water, alternative energy and art, our products offer exposure across a truly diverse range of investment opportunities.
Experience & Strategy
Our team of experienced portfolio managers are continually developing innovative structures designed to achieve superior returns across the investment spectrum. Our fund management team members together have more than a century’s worth of experience in financial markets, enabling us to proactively recognize and invest in new opportunities as they arise. This wealth of knowledge also gives us valuable insight into the impact of market conditions on fund performance and genuine wealth creation. Our portfolio managers have a consistent track record of achieving positive absolute returns with low volatility.
Transparency
We communicate consistently with our intermediaries and their clients, through monthly performance updates and regular research reports on the performance of the financial markets and their potential impact on our funds. In addition, we host seminars and events for our financial intermediaries and clients, designed to enhance their understanding of the markets, our funds, and their portfolios. Our goal is to keep our clients fully informed about their investments and help them make the most informed decisions possible about which funds best meet their investment needs.
Value
We believe in charging reasonable fees for our products, delivering a greater percentage of returns to the investors than most alternative investments. Removing many of the prohibitive charges generally associated with structured products enables us to maximize capital generation for our investors. That’s just one of the reasons that 100% of our growth has been organic.
Our funds
We offer investors a wide range of funds to choose from. Each one has unique attributes carefully built in to its structure to meet specific needs and to allow for portfolio diversification. Whether your priorities are long-term stable returns, swift access to your investments, or targeted exposure to specific assets classes, Castlestone Management will have a fund that is right for your fund or your clients. |
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History:
Castlestone Management was founded in December 1996, initially as a family office, by fund manager and joint chief investment officer Angus Murray, a former president of Macquarie Bank (USA) and co-head of the international equity department of NatWest Markets USA. We began managing alternative assets in October 1997, and since then have built up our unique expertise in structuring investment products. Today, we have operations in five continents, with principal offices in London and New York. |
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