Latest news
Managed Portfolios Tactical Allocation Changes Video
April 16, 2025
We communicated recently that Julian Menges and the team had decided to hold off from rebalancing our Managed Portfolios in March in anticipation of a ...

Managed Portfolios Tactical Allocation Changes Video
April 16, 2025

Picking up targets at better prices:
April 7, 2025

Monthly Investment Briefing: From the Mag-7 to Lag-7!
April 2, 2025
Managed Portfolios Tactical Allocation Changes Video
We communicated recently that Julian Menges and the team had decided to hold off from ...
Picking up targets at better prices:
Picking up targets at better prices… We thought we would update you on where we ...
Monthly Investment Briefing: From the Mag-7 to Lag-7!
What’s been happening over the last quarter… The first quarter of 2025 has been a ...
Pragmatic, not dogmatic approach to rebalancing MPS!
At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some ...
Monthly Investment Briefing: On The Defensive
A Tale of Two halves… February has been a tale of two halves in terms ...
Monthly Investment Briefing: Lets not ‘Trumpet’ good performance, let’s steady the tempo
Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in ...
“We believe that a truly valuable investment is one that helps the world become sustainable and so a wide range of environmental, social, and governance themes are considered when selecting investments. From minimising our own carbon footprint to investing in the technologies required for a sustainable transition, Casterbridge is committed to making a difference.”

Anna Saunders
Equity Analyst