Oldfield Partners
Oldfield Partners Overstone Emerging Markets Equity Fund
Emerging markets
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Oldfield Partners for every strategy.
What it bought and sold
During the quarter the portfolio initiated a new position in Ayala Corp, a Philippine conglomerate.
There were several portfolio position changes to existing holdings, most notably the reduction in Alibaba and Samsung.
There were several portfolio position changes to existing holdings, most notably the reduction in Alibaba and Samsung.
Also held
- Ambev
- Lukoil PJSC