StoneCastle Investment Management

Our firm works closely with high net worth families, corporations, foundations and Investment Professionals to protect and grow their financial wealth.  At StoneCastle we use a sophisticated risked controlled and disciplined approach to managing portfolio.  
Being a third generation entrepreneur provides me a unique appreciation of the commitment and many challenges that business owners face, as well as the importance of properly managing the financial rewards. Having worked on both sides of the table, I draw on a diverse knowledge base when managing portfolios and advising clients.

StoneCastle Investment Management sub advises for Redwood Asset Management.  We managed the Redwood Equity Growth and Redwood Income Growth Funds.   We also manage our own fund the StoneCastle Fund.

President and Portfolio Manager

Decisive Dividend Corporation

Decisive was established to acquire a growing stable of successful companies for the long term that will provide steady and growing dividend payments to our shareholders.

We look for high quality businesses with great people and attractive growth prospects. We look to retain existing management and partner with them to build value. We look to forge long term relationships built on trust and mutual interest.

We are not just deal makers, we are in it together. We are not day to day operators, we maintain a strategic focus. We do not buy a company to sell it, we make long term commitments to our partners.

We are interested in companies based in North America requiring an investment up to $25 million.

I am a founder of Decisive Dividend and continue to be active on the Board of Directors as well as a Member of the Audit Committee and Governance Committee

Director

Raymond James (Private Investment Management Group)

Portfolio Manager

TD Waterhouse Capital Markets, Inc.

Investment Advisor

Richardson Greenshields of Canada Limited

Managing Portfolios of Companies with Accelerated Growth | Founder & Portfolio Manager | Working with Wealth Managers, HNW Investors & Family Offices 💰 | Bender Hockey Dad 🏒 | Posts ≠Advice

I’m passionate about uncovering high-growth opportunities in the markets—a passion that started back in high school and continues to drive everything I do today. At StoneCastle Funds, I work directly with investors, investment advisors, wealth managers, portfolio managers, and family offices to add a dynamic, high-growth element to portfolios that are often missing from traditional investment strategies.

My approach is both disciplined and innovative. I blend a top‑down market analysis with a rigorous bottom‑up evaluation to determine not only when to invest but also how to capture the best growth opportunities while effectively managing risk. When market indicators signal opportunity, I’m fully invested; when caution is warranted, I shift to a more defensive stance. This methodical process helps ensure that your portfolio is diversified and positioned to thrive across varying market conditions.

Over the years, my work has led me to speak on BNN Bloomberg Market Call and share my insights in the National Post, Globe and Mail, and at numerous industry conferences. In addition, as a co‑founder and board member of Decisive Dividend Corporation, I help shape forward-thinking investment strategies that continue to refine my approach.

When you partner with me, you gain:

Access to high-growth opportunities: Diversify your portfolio with investments often overlooked by traditional asset managers.

A disciplined, transparent process: Benefit from a strategy that adapts to market conditions while focusing on long‑term growth.

Direct communication: Enjoy the advantage of speaking directly with the portfolio manager making the decisions.


Based in Kelowna, I’m inspired daily by a vibrant community that fuels my commitment to both the markets and a balanced lifestyle. If you’re ready to explore how a high-growth component can complement your portfolio, I invite you to learn more on our website or schedule a quick 15‑minute consultation using my calendar link.

Let’s connect and chart a course toward a more diversified, growth‑oriented future.

Visit www.stonecastlefunds.ca

On the Road: Lessons Beyond the Numbers

This week I’ve been back on the road meeting with advisors and clients and it’s a reminder of how valuable these in-person conversations really are.

Since COVID, many advisor teams are still not in the office five days a week, so when we do connect face-to-face it feels even more meaningful.

Every meeting is an opportunity to learn, not just about markets, but about how different teams run their businesses and how they think about investing. Hearing a wide range of approaches and styles always sparks ideas and gives me perspective I wouldn’t get behind my Bloomberg terminal. 

At its core, investment management isn’t only about performance. It’s about trust, collaboration, and helping advisor teams grow stronger businesses for the clients they serve. That personal connection is the foundation.

These trips are long, and the schedule is packed, but I always come home energized. People invest in people and the time spent listening and learning is never wasted.

As a boutique firm, that’s what we pride ourselves on: staying close, staying accessible, and building genuine partnerships that go deeper than the numbers.

Already looking forward to the next trip.

Bruce Campbell, CFA, CAIA

Are you a Portfolio Manager, Investment Advisor, or Individual Investor who is balancing a busy work and family schedule, working with StoneCastle can help you free up more time to enjoy life.  If you are looking to delegate a portion of your portfolio, or you want an additional investment management style that is specialized, sophisticated and unique (not the traditional cookie cutter approach used by asset gathers) exploring next steps would make sense.  If you want direct contact with the portfolio manager who is actually making decisions on your investments, reach out to set up a quick 15 minute meeting.  Email me at: bruce@stonecastlefunds.ca to coordinate a convenient time.  https://calendar.app.google/XWjsBjb3mMdcyfVk8

I am grateful to live and work in Kelowna and throw myself into everything the city and surrounding area has to offer. With my wife Melanie, and two active boys we participate in many sports and activities including, hockey, golf, skiing and mountain biking.  Beyond athletics, I sit on the board of TSX-V listed Decisive Dividend and help to manage our family foundation.

Our firm uses a disciplined top down and bottom up process to manage investment portfolios.  The top down process helps us to determine if we are on Offence or Defence at any time.  When on Offence we are fully invested, but at times when our indicators guide us we move to Defence where capital preservation is important and we hold significant levels of cash and short positions.  

The bottom up process helps us to determine what we are going to invest in.  We begin with a scientific approach and use technology to help us identify companies who are experiencing accelerated earnings growth.  The second part of the bottom up process is identifying when is the correct time to invest in the company.  We use several tools to determine whether supply or demand is in control of a company's stock.  When all the criteria we are looking for are positive, we invest in the company.   

Investors have a tough time selling.  How many investors do you know have owned a stock that went up, they were sitting on a large profit, only to hold the stock and have it drop to a loss.  We use a discipline approach to help avoid this emotional situation.  As the top down, fundamental or technical picture changes on a company's stock, we take action and sell the stock.  We are just as disciplined sellers as we are buyers.

It was great to join, BNN Bloomberg for Trading Day yesterday with andrew bell

First it was gold, now other commodities including copper and rare earth metals have been moving higher.  We discussed these trends as well the when AI might start to slow.  

Follow this link to watch the 7 minute replay. ----> http://bit.ly/4qdE58W

The Simple System We Use to Keep Risk in Check

Most investors let emotions drive decisions. 

We don’t.

Our system adjusts position sizes based on technical and fundamental strength. 

If a stock weakens, we cut it in half and if it keeps breaking down, we reduce it further.

This discipline helps protect capital and keep portfolios resilient through changing markets.

Comment “Guide” and we’ll share our Risk Management Guide with you.

Taplio

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