Castlerock is for investors seeking exposure to New Zealand private companies, quarterly pre-tax distributions, capital growth and liquidity.
We are long-term investors, investing in a diversified portfolio of firms that we believe will be great Kiwi businesses for years to come.
The Castlerock fund is backed and managed by Bancorp, a merchant bank based in Auckland, NZ.
Castlerock owns 100% of leading horse transport business Majestic Horse Floats LP and a 50% stake in The Depths LP, master franchisor of 74 quick-service-restaurants under the HELL brand.
We are currently OPEN to new investment.
Our core investment philosophy sees us targeting businesses with a strong market position within an industry that demonstrates long-term prospects. We want a diversified portfolio of businesses that already have a track record of profitability and success, which we can own for many years to come.
We only invest in established, profitable businesses. We do not provide start-up, early stage, growth or venture capital.
We typically seek businesses with enterprise values in excess of $5 million.
INVESTING with castlerock
Invest with the philosophy of owning stable established businesses for the long-term
Castlerock makes quarterly cash distributions
Castlerock's investment structure allows investors to receive the quarterly distributions without any tax deduction or withholding, good for non-tax payers or those who wish to manage their own tax position.
Castlerock provides investors a liquidity opportunity to request a redemption of their Castlerock interests on a quarterly basis.
To discuss investing with Castlerock, or to introduce a business you think might be a good investment for Castlerock, contact Jono Steele for a confidential discussion:
+(64) 29 6630 626