Fixed Income Investors

Specialists in community bank credit strategies for institutional investors.

What Makes Us Different

  • Unique Sector Focus

    The community banking industry represents 6,000 private and public banks across the U.S., with over $3 trillion of assets and $3 trillion of liabilities. We believe our systematic investment strategies directly sourced from community banks can generate long-term fixed income streams that are superior to syndicated corporate debt and other widely held long-only credit investments.

  • Process Driven Execution

    Informed by decades of investment experience, we have developed proprietary analytical systems and processes for the complex and granular nature of the community banking industry. StoneCastle executes its investment strategies using fundamental, bottom-up research paired with relative top-down macroeconomic analysis, to produce long-term wealth for our investors.

  • Talent and Experience to Win

    Talent, experience and continuity are the hallmarks of StoneCastle’s investment excellence. Our investment team has over a decade of experience working together identifying and executing investment strategies within the $3 trillion community banking industry.

By design, our unique sector focus on community banks is our strength, helping us to identify underpriced and underappreciated opportunities that other non-specialized investors frequently overlook and are not equipped to pursue.

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