Oldfield Partners
Oldfield Partners Overstone Global All Cap Value Fund
Global Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 7 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
There were several other position changes to existing holdings, most notably the reduction in Samsung, we remain comfortable with the valuation case and the fund retains a position, albeit adjusted down to manage sizing and reflect opportunities elsewhere.
During the quarter we purchased a new position in CK Hutchinson (CKH), the Hong Kong-listed conglomerate.