We believe investment is simple but not easy and this is reflective of our
Investment Philosophy which is based on our three pillars of investment.
We analyse two aspects:
We assess the returns our companies have made in the past; determine whether these returns can continue and ascertain whether the market is offering an attractive valuation.
We like cash generative companies which are able to reinvest in the business at high rates of return.
Quality companies put less capital at risk to generate a given level of profits.
We define the quality of a company on the following characteristics:
Castlebay Investment Partners LLP is authorised and regulated by the Financial Conduct Authority (624445)
Registered Office: Crosstrees House, 14 Sandyford Place, Glasgow G3 7NB Tel: 0141 212 7930
Castlebay Investment Partners LLP is a Scottish Registered Limited Liability Partnership SO304149