Castelnau Group was formed by Phoenix Asset Management Partners Limited in 2020. The listed structure provides the manager with a permanent capital vehicle with which to make long-term investments and acquisitions of all structures and sizes.
The business of Castelnau Group is capital allocation. This means that Castelnau Group sits at the centre of the holdings and helps to divert resources towards the most valuable opportunities. Conversely, it is also Castelnau's responsibility to restrict investment into areas that don't make sense.
This includes making investments externally and moving resources around between holdings. The aim of all the activity conducted by Castelnau Group is to optimise shareholder value. We do this through our decisions when allocating capital and optimising the capital structure.
Our best investments are the ones we never have to sell. The stock market listing provides Castelnau Group with permanent capital and the freedom to focus on the long term when acquiring businesses and nurturing their competitive positions
Whether from the perspective of our businesses, employees or our shareholders, we aim to treat all stakeholders as partners. A partnership requires trust and a willingness to share responsibility and accountability.
We operate a de-centralised structure where responsibility sits with those that can generate the most value from it. We also look for opportunities to share insight and resources between holdings.
Our de-centralised structure and single point of decision making through an experienced investment manager allows us to be decisive. This includes offering current holdings access to further capital and making new investments.
We consider any and all structures when making investments. We have developed a severe allergy to bureaucracy and don't need an army of advisors to arrive at a conclusion. Current and future holdings should expect rapid, well researched and entrepreneurial decision making.
The majority of the Castelnau Group board is independent. We also have an investment manager that only earns fees if Castelnau Group outperforms the market over at least three years. If we don't perform, we don't earn fees. We think that's fair.
We are imperfect and will make mistakes. Our culture is that of a persistent learning machine that looks to openly dissect errors and use them to improve decision making. We intend to report on both successes and failures across all our businesses in a transparent and concise manner.
Chief Investment Officer
Chief Executive Officer
Chief of Staff
Chief Operating Officer
Chief Technology Officer
Entrepreneur in Residence, Castelnau Group. Non-executive director, Phoenix
Head of Innovation
Business Analyst
Business Analyst
Marketing Associate
Chief Investment Officer
Partner, Investment Team
Partner, COO - Phoenix
Partner, Investment Team
Chief of Staff
Non-executive director (Non-independent)
Head of Compliance
Head of Fund Operations
Head of Investor Relations
Head of Business Development
Executive Assistant to Gary Channon
Research Analyst
Research Analyst
Research Analyst
Research Analyst
Research Analyst
Research Analyst
Research Analyst
Research Analyst
Fund Accountant
Fund Accountant
Fund Accountant & Investor Relations Associate
Compliance Officer
Human Resources and Office Manager
Investor Relations Analyst
Research Analyst
IMPORTANT NOTICE: VIEWING THE MATERIALS YOU SEEK TO ACCESS MAY NOT BE LAWFUL IN CERTAIN JURISDICTIONS. IN OTHER JURISDICTIONS, ONLY CERTAIN CATEGORIES OF PERSON MAY BE ALLOWED TO VIEW SUCH MATERIALS. ANY PERSON WHO WISHES TO VIEW THESE MATERIALS MUST FIRST SATISFY THEMSELVES THAT THEY ARE NOT SUBJECT TO ANY LOCAL REQUIREMENTS THAT PROHIBIT OR RESTRICT THEM FROM DOING SO.
THE MATERIALS CONTAINED HEREIN ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, TO U.S. PERSONS OR IN OR INTO THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OR OTHER JURISDICTION OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA), AUSTRALIA, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA, ANY MEMBER STATE OF THE EUROPEAN ECONOMIC AREA ("EEA") OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OR REGULATIONS OF SUCH JURISDICTION.
The information and materials contained herein (the "Website Materials") are exclusively intended for persons who are not residents of the United States and who are not physically present in the United States. The information contained herein and on the pages that follow does not constitute an offer of securities for sale or a solicitation of an offer to purchase securities in the United States or in any jurisdiction or jurisdictions in which such offers or sales are unlawful. The shares of Castelnau Group Limited (the "Company") have not been nor will they be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), or with any securities regulatory authority of any state or other jurisdiction of the United States and may not be offered, sold, resold, pledged, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, within the United States or to or for the account or benefit of U.S. Persons (as defined in Regulation S of the Securities Act) except pursuant to an exemption from the registration requirements of the Securities Act and applicable state securities laws. There will be no public offer of the securities in the United States, Australia, Canada, Japan or the Republic of South Africa or any jurisdiction in which such an offer would constitute violation of the relevant laws or regulations of such jurisdiction. The Company will not be registered under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"), and investors will not be entitled to the benefits of the Investment Company Act.
Subject to certain exceptions, the securities referred to herein and on the pages that follow may not be offered, sold, resold, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, in Australia, Canada, Japan, the Republic of South Africa or any jurisdiction where to do so would constitute a violation of the relevant laws or regulations of such jurisdiction or to any resident or citizen of Australia, Canada, Japan or the Republic of South Africa. No offer and sale of the securities referred to herein and on the pages that follow has been or will be registered under the applicable securities laws of Australia, Canada, Japan or the Republic of South Africa.
In addition, the securities referred to herein and on the pages that follow may only be offered in member states of the EEA (each a "Relevant State") to the extent that such securities (i) are permitted to be marketed into the Relevant State pursuant to the Alternative Investment Fund Managers Directive (Directive 2011/ (61/EU) ("AIFMD"); or (ii) can otherwise be lawfully offered or sold (including on the basis of an unsolicited request from a 'professional investor' (as that term is used in the AIFMD)).
Any person accessing the Website Materials in any other jurisdiction should inform themselves about and observe any applicable legal requirements in their jurisdiction.
Any person accessing the Website Materials should carefully review the Terms and Conditions of this website. By using the Website Materials, you indicate that you accept the Terms and Conditions and that you agree to abide by them. The Company may change the Terms and Conditions at any time. Such changes will be posted on this website. Your access to this website is governed by the version of the Terms and Conditions then in force. If you do not agree to the Terms and Conditions, please refrain from using this website.
By clicking 'I understand and agree' below, you represent, warrant and agree that:
YOU ARE NOT INVESTING OR OTHERWISE ACTING FOR THE ACCOUNT OR BENEFIT OF A U.S. PERSON OR A RESIDENT OF AUSTRALIA, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR ANY MEMBER STATE OF THE EEA; AND
YOU ARE NOT A U.S. PERSON OR OTHERWISE A RESIDENT OF AUSTRALIA, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR ANY MEMBER STATE OF THE EEA; AND
YOU ARE NOT IN THE UNITED STATES OR IN ANY OTHER JURISDICTION WHERE ACCESSING THIS WEBSITE MAY BE PROHIBITED BY LAW OR REGULATION; AND
YOU WILL NOT TRANSMIT OR OTHERWISE SEND ANY INFORMATION CONTAINED IN THIS WEBSITE TO ANY PERSONS IN THE UNITED STATES OR WHO ARE U.S. PERSONS OR TO ANY PUBLICATIONS WITH A GENERAL CIRCULATION IN THE UNITED STATES; AND
YOU HAVE READ, UNDERSTOOD AND AGREE TO THE ABOVE.
If you cannot so represent, warrant and agree, you must click the button labelled 'I decline' or otherwise exit this website.
