At Castlerock, our core investment philosophy is to target stable, established, well-managed businesses that have a history of strong performance. These businesses will also hold a strong market position within an industry that demonstrates good long-term prospects.

We are building a diversified portfolio of businesses that we can continue owning for many years to come. We work collaboratively with management teams, and other shareholders and stakeholders, to grow and sustain the success of our portfolio companies.

This appeals to sellers that have built a sustainable New Zealand business and wish for its legacy to continue and for its ownership to remain in New Zealand under the stewardship of a shareholder with a long-term focus.

The Castlerock fund is made up of proven New Zealand-based businesses, reducing exposure to global risks. We don’t provide start-up, early stage, growth or venture capital. We also consider the environmental, social and governance related issues associated with each investment.