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Process driven.


Results oriented.


Through an average of 25-plus years of experience,  we have gained the wisdom to distinguish true opportunities.  The long-term performance of our family of portfolios justifies our clients' faith in CastleArk Management's principles and process.

Institutional Products

Large Cap Growth

In our Large Cap Growth portfolio, CastleArk Management emphasizes a proprietary "Life Cycle" investment process. We generate superior risk-adjusted returns by identifying growth companies which successfully deploy investment and R&D dollars to produce high returns on invested capital - in our view,  the most important variable in defining and valuing growth companies.

Read more: Large Cap Growth

   

Small Company Growth

CastleArk Management's Small Company Growth portfolio invests in the most promising firms with market capitalizations between $150 million to $3.5 billion.

Because we strongly believe earnings growth drives long-term stock prices, we invest in companies whose improving business fundamentals suggest they are poised to outperform their peers. CastleArk Management's strategy and process have generated excess returns for our clients over the long term.

Read more: Small Company Growth

   

All Cap Growth

Currently, we are in the process of developing the content for our All Cap Growth page.

Please contact Rick Drake at 312-456-9682 for information about our All Cap Growth portfolio.

   

Global Energy

Currently, we are in the process of developing the content for our Global Energy page.

Please contact Rick Drake at 312-456-9682 for information about our Global Energy portfolio.

   

Contact Us

1 North Wacker Drive
Suite 3950
Chicago, IL  60606
312-456-9682
Fax: 312-456-9690
info@castleark.com

Firm Facts

Founded in 1999 by:
       Jerry Castellini
       Ed Clark
100% employee owned
Portfolio managers:
Investment analysts:
Avg. Experience of PMs:
AUM (12/31/10):




7
5
27 yrs
$2.9 bil
Registered Investment Advisor