CastlePoint Investment Group, LLC, is an independent investment advisory firm that specializes in creating wealth for clients by actively managing focused, large cap equity portfolios for institutions as well as high net worth individuals.
It’s virtually impossible to thoroughly research and analyze a portfolio of 172 securities – the average number held by the typical large cap equity mutual fund according to Morningstar – and consistently apply the same high standards to each investment decision. CastlePoint takes a different approach.
CastlePoint's enviable risk-adjusted investment returns stem from a disciplined, analytically rigorous process based on proprietary research, artfully implemented financial theory, and decades of investment experience.
John G. Alexander, CFA, is the lead portfolio manager for the CastlePoint Large Cap Equity product. He manages his entire personal investment portfolio identically to CastlePoint's clients. This is a vivid illustration of his confidence in the intellectual honesty and integrity of CastlePoint's investment process, a steadfast belief in the significant long-term capital appreciation potential for securities in client portfolios, and an unambiguous incentive to produce exceptional risk-adjusted investment returns.
The firm's investment philosophy is based on thoroughly researched and widely accepted financial concepts thoughtfully chosen and uniquely woven together. The end result is a well crafted, time tested process that systematically exploits enduring market anomalies.
CastlePoint maintains long-term investment success is the reward earned for consistently applying a clearly-defined, thoughtfully-constructed, and intellectually-honest investment process and, importantly, adhering to that process when the pressure to abandon it is greatest.