Stewardship and our Regulatory Requirements

The Castlefield Stewardship Policy (linked to below) sets out Castlefield Investment Partners LLP's (“Castlefield's”) commitment to the principles of the Financial Reporting Council's (“FRC's”) UK Stewardship Code (the ”Code”) and also constitutes the disclosure of that commitment required under the rules of the Shareholder Rights Directive (SRD II) and the Financial Conduct Authority (Conduct of Business Rule 2.2.3).

Castlefield acts as an investment adviser to a number of collective investment schemes and also separately maintains a number of direct segregated client relationships where it acts as a discretionary investment manager. In each of these cases Castlefield recognises its stewardship responsibilities as an asset manager and its compliance with the Code is set out below.

Although the Code has been drafted with UK equity investments in mind, Castlefield manages investments across a range of asset classes and will also extend the same philosophy to those investments as well.

Castlefield - The Thoughtful Investor Approach

Castlefield - Engagement Policy and Annual Disclosure

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

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