VALUES-BASED INVESTING FROM A VALUES-BASED MANAGER

One thing we share as co-owners of Castlefield is the fundamental belief that we can earn competitive long-term financial returns for our clients, by investing in a values-based way, alongside making a positive difference to the world around us; if you like, the returns we deliver extend well beyond the financial.

Castlefield's Thoughtful Fund Range

Why not take a closer look at our range?

SINGLE STRATEGY FUNDS

PORTFOLIO FUNDS

Thoughtful Investor ® Approach

Our proprietary Thoughtful Investor® Approach is an integrated investment process considering financial and non-financial factors. 

Castlefield Founder John Eckersley explains how our ethical approach integrates three important elements to meet the needs and values of our clients. 

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Over more than two decades of investing, we’ve delivered competitive, values-based returns through an approach which is as rigorous as it is genuine.

Find out more about our Thoughtful World Equity Fund

In this video, lead manager James Buckley introduces the TM Castlefield Thoughtful World Equity Fund.

James explains our integrated Thoughtful Investor approach and what makes the fund attractive to investors. 

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What sets our thoughtful approach apart

  • Our Thoughtful Investor approach is integrated and applied
  • Our well-resourced, experienced team does its own proprietary research
  • Our approach to Voting and Engagement

We also hold ourselves to the same high standards:

  • We structure and run our business in an ethical, values-based way
  • We're members of numerous organisations supporting better business
  • We've been recognised through numerous award wins and accolades over a long period

Download a copy of the latest Annual Stewardship Report

This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.  

You'll find details of our Thoughtful Investment approach and a comprehensive assessment of our stewardship activities, including collaborative engagement projects, voting activity and broad range of case studies during the prior twelve months.

Castlefield Annual Stewardship Report 2024