Our purpose is to provide security through compounding: knowledge, returns and trust.  


We established Castlebay in 2013 to manage our money in partnership with our fellow investors for the long term. We manage the VT Castlebay UK Equity fund and provide financial advice to a small number of private clients.  Our purpose influences how we make decisions and develop meaningful relationships with our fellow investors.

Developing our purpose has led to the team at Castlebay agreeing on three non-negotiables:

Honesty and integrity

Doing the basics really well

Growth mindset

You should expect to see evidence of these behaviours as we develop a meaningful relationship with you.


Castlebay Fund


Castlebay Financial Management

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