The Castellain Cavendish Fund looks for opportunities arising among listed investment companies trading at a discount to the manager's estimation of their intrinsic net asset value and where the discount is expected to narrow through corporate activity.
Robert Goldsmith, the fund’s portfolio manager at Castellain Capital, works alongside an investment manager. Together they carry out the analytical work. The rest of the team is operational. There is also an investment committee which meets on a
The week on Risk.net, December 2–8, 2017Receive this by email