July 2016

We kick off by reviewing the previous quarter, then discuss the decisions that a corporate has to make when choosing their IPO broker and its implications for investors in “Choosing a Lead Manager for your IPO, Size Matters”.  We then consider the levels of foreign ownership in our share market and how that may play out moving forward in “New Zealand Equities a Crowded Trade (or perhaps a Crowded Balcony)”. We give you another chance to read our thoughts on Brexit in “Stocks – time to Brexit?”. The final article takes you through why we are so excited about the long term prospects of Michael Hill in “Michael Hill, becoming the Big Engine that Can”.

 

Disclaimer: The following commentaries represent only the opinions of the authors. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. All material presented is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Castle Point Funds may or may not have investments in any of the securities mentioned.
Copies of our offering documents can be found at www.castlepointfunds.com or click here.