Total Fund Management & OCIO
Our growth disciplines and proprietary risk management merged as a single institutional mandate.
Explore
Client-Aligned · Employee-Owned · Rigorous and Repeatable
Aligned with your objectives. Disciplined through every cycle.
As a 100% employee-owned firm, we are structured around the needs of our clients in a way that others are not. Our rigorous, fundamental process pairs a singular focus on your objectives with proprietary risk management — our success follows yours.
0+
Years investing through market change
0%
Employee-owned partnership
0
Investment strategies
0
Founded in Chicago
What We Can Do For You
Small Cap Growth
Diversified portfolios of companies at a positive, identifiable inflection in their fundamentals.
ExploreSMid Cap Growth
The inflection discipline, carried into the small/mid-cap universe as change compounds.
ExploreLarge Cap Growth
A concentrated portfolio of dominant franchises with resilient competitive advantages and durable cash flow.
ExploreMLP
Diversified, high-conviction midstream fund prioritizing dividend growth and total return over absolute yield.
ExploreGlobal Energy
Growth-oriented investing across the global energy value chain.
Explore
The Behavioral Edge
We uncover opportunity the market is slow to recognize.
Investor biases exist across financial markets irrespective of style or geography. Our tight-knit teams use extensive primary research combined with time-tested behavioral anomalies to pursue long-term alpha.
Built to see what others miss
A ten‑second experiment
In a typical quarter, is the share of S&P 500 companies that beat consensus earnings estimates higher or lower than 23%?
Your best estimate of that share:
—Your estimate
~75%Long‑run average
The reference figure — 23% — was arbitrary. In controlled studies, estimates nonetheless gravitate toward it: an effect called anchoring, first documented by Tversky and Kahneman in 1974 and among the most replicated findings in behavioral science. Professional forecasts are not exempt: expectations adjust toward what was, while fundamentals move to what is. The gap between actual change and what was merely anticipated is where CastleArk invests.
See how we invest in that gapBeat rate: share of S&P 500 constituents reporting quarterly earnings per share above consensus estimates; long‑run quarterly averages have run in the mid‑70s (source: FactSet Earnings Insight). Illustrative.
01
Repeatable process
A consistent, behavior-driven process — applied with the same discipline across every strategy we manage.
02
Aligned interests
A 100% employee-owned partnership structure attracts experienced professionals and aligns our interests with those of our clients.
03
Global perspective
We bring global perspectives to our proprietary company analysis and risk management process.
04
Boutique agility
A boutique structure keeps our investment staff close to their portfolios, and close to our clients.
05
Risk discipline
We treat macroeconomic risk as essential to a disciplined analysis of a company and portfolio's risk profile.
Meet the team
An intellectually inclusive culture — research-driven, client-focused, and collaborative.
View our peopleLet us show you what we can do.
Connect with our team to explore strategies built around your objectives.