Castleton Partners Annualized Performance

Castleton Partners: A Note To Friends And Colleagues

Castleton Partners has now been verified and claims compliance with the Global Investment Performance Standards.

Get The Full Warren Buffett Series in PDF

Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

We respect your email privacy

Since our inception, Castleton has managed our clients' assets through the prudent application of established bond investing principles, sound reasoning, and the identification of value opportunities in the fixed income markets. We haven't followed index-oriented guidelines, nor have we allowed performance to dictate our investment decisions. Instead, we have adhered to an unconventional philosophy: “We do not manage for performance. We manage risk… and learn to accept superior results.”

Castleton Partners Annualized Performance

The latter assertion—we learn to accept superior results—may warrant a healthy degree of skepticism. After all, how can we claim superior results without publishing our performance?

In an effort to enable the comparison of our investment returns, we have elected to provide the necessary composite metrics.

Attached, please find the results of a comprehensive third party audit of our process for calculating performance over the five year period 2010 - 2014. Castleton has now been verified and claims compliance with the Global Investment Performance Standards (GIPS)—a voluntary and rigorous ethical standard for presenting and disclosing performance results, developed by the Chartered Financial Analyst Institute.

Castleton Partners Annualized Performance

We are gratified by the results, but not surprised. What we think is remarkable and worthy of your awareness, however, is that not only does our composite rank among the best performing strategies within the asset class (for which data is publicly available), but that this performance has been achieved through the use of highly rated, ultra liquid, general market credits. Unlike many of our peers, we avoid using higher yielding, lower rated credits for the sake of achieving performance. Nor do we engage in leveraging, shorting or the use of derivatives. Rather, we adhere to our credo, well summarized by Mark Twain: “I am more interested in the return of my money than the return on my money.”

While we are always prepared to modify or adjust to any conditions that affect our investment decisions, we see no reason to change our fundamental approach.

 

LEAVE A COMMENT


Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Welcome in the new year by signing up up for ValueWalkPremium today and get our exclusive content for 40% off. This is our second biggest discount ever!!

Use coupon code VIP20 or click on the button below

Limited time offer only ENDS 1/31/2019 or after next 30 23 subscribers take advantage whichever comes first – please do not share this discount with others

 

0