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Castlestone Management Inc., established in 1996, is an independently owned asset manager based in the British Virgin Islands. The firm’s distribution service provider has offices in Hong Kong, London,and Chichester. Commodities take up the bulk of the funds managed by the company, with a focus on real assets such as gold bullion and precious metals. In 2010 Castlestone launched a Next 11 Emerging Markets fund and more recently, Equity High Yield & Premium Income Fund. The firm places emphasis on the long term, investing in asset classes and funds likely to outperform over a 10 year period, with the goal of protecting investors against the devaluation of money over time. According to Castlestone Management's investment philosophy, the company aims to provide funds that are liquid, transparent, do not use leverage and only hold liquid instruments. == History == Castlestone Management was founded in 1996 by former Co-Head of the International Equity Department, NatWest Markets USA and President of the Macquarie Bank USA (1997-2000) Angus Murray, who serves as Castlestone Managements current Chief Executive Officer (CEO). The company was incorporated to be the investment manager of a series of British Virgin Islands funds. Castlestone originated from a European Family Office and gradually developed to concentrate on providing funds and services to financial intermediaries and their clients, as well as institutions. Castlestone Management opened their doors first to outside investors before establishing its Aliquot Gold Bullion fund in 2003, concentrating on the growing interest in precious metals in the international investor community. Castlestone Management operates in the following jurisdictions: Europe, North Asia, Southeast Asia, Latin America, Middle East, and South Africa. Building on the success of its 2013 “Public Status” Mutual Fund, Castlestone unveiled its Equity High Yield & Premium Income Fund in March 2014.〔(【引用サイトリンク】url=http://www.international-adviser.com/news/1006238/castlestone-management-launches-fund )〕 Designed to generate sustained growth in the long term, the Fund offers investor benefits such as transparency, liquidity, and no leverage. The Fund invests in stocks with dividend yields ranging from 4% to 6%, particularly consumer staples with noteworthy defensive attributes. The Fund generates premium income by writing covered calls, which limits potential downside in the event of equity market decline. At the time of the announcement, the Castlestone Equity High Yield & Premium Income Fund included semi-monopolistic assets with relatively inelastic demand. Early portfolio stocks include HSBC, AstraZeneca, and Sydney Airport. The Fund connects investors with a variety of high dividend yield and premium income strategies, many of which were offered by stable, large capitalisation companies. The Fund also represented a substitute for long-only developed market equity funds. In August 2015, Castlestone announced the formation of its Emerging Markets Equity High Yield and Premium Income Fund, formerly known as the “Next 11 Emerging Markets Fund”.〔(【引用サイトリンク】url=http://www.international-adviser.com/news/1024377/castlestone-launches-em-equity-yield-premium-income-fund )〕 Composed of a wide range of stocks from the United States, South Korea, Brazil, China, Taiwan, and Singapore, the Fund continues Castlestone’s focus on semi-monopolistic and exchange-traded equities. Available to a number of offshore platforms located outside the United States, the Fund will sell covered call options on underlying stocks with characteristics such as viable option markets, high dividend yields, quality fundamentals, and inelastic demand. 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Castlestone Management」の詳細全文を読む スポンサード リンク
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