StoneCastle Investment Management Inc. is a Canadian based investment management company whose mission is to offer access to high quality funds that provide superior absolute performance while controlling risk. The firm, founded in 2001, has been registered as a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer with the Alberta, British Columbia and Ontario Securities Commissions since 2008. StoneCastle Investment Management Inc. manages three separate funds with similar mandates; their own fund, the StoneCastle Fund, the Redwood Equity Growth Fund, and the Redwood Income Growth Fund.
StoneCastle Investment Management Inc. utilizes one of the most sophisticated and disciplined equity management approaches in Canada. StoneCastle Investment Management Inc. believes that successful investing is easily measured and, as such, is more of a science than an art. By making rational and systematic portfolio management decisions, superior investment results can be achieved. Consistent with this investment philosophy, StoneCastle Investment Management Inc. employs a fundamentally based, multi factor, systematic approach to its portfolio management decision-making process which is applied to the funds.
By following a structured approach to portfolio management decision-making, clients can be assured that the product they purchase is the product they receive. Investment guidelines, restrictions, expectations and fundamental tolerances are clearly articulated, while performance monitoring is simplified and the risk of style drift is eliminated.
At StoneCastle Investment Management Inc., we take pride in our reputation for our open investor communication, and strive to continually strengthen our commitment to providing superior transparency. Many of our unit holders provide StoneCastle Investment Management Inc. with their current e-mail address so they can receive "Monthly Commentary" on the StoneCastle Fund’s performance (via e-mail) within the first few business days of each month. The goal of this regular correspondence is to openly communicate the performance results of your Fund. We subscribe to the notion that it is in the collective interest of the StoneCastle Fund to have unit holders better understand the companies which we own.