Oldfield Partners
Oldfield Partners Overstone Global Equity Fund
Global
Sep 2025 → Sep 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Oldfield Partners for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · A Shares
- YTD+19.1%index +9.7%
- 1Y+33.9%index +21.3%
- 3Y · /yr+18.8%index +19.2%
- 5Y · /yr+9.1%index +11.5%
- Inception · /yr+6.7%index +9.1%
Index: MSCI World
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Oldfield Partners Overstone Global Equity Fund | +19.1% | +33.9% | +18.8% | +9.1% | +6.7% |
| MSCI World | +9.7% | +21.3% | +19.2% | +11.5% | +9.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Barratt Redrow is the most recent purchase in the portfolio.
To fund the Barratt position, we sold the position in Lloyds.
We reduced the portfolio’s energy exposure by trimming ENI and NOV.
We also reduced Samsung.
During the quarter we sold the position in Kyocera.
We reduced the portfolio’s energy exposure by trimming ENI and NOV.
Also held
Its investment theses
- Ally FinancialSep 2026Ally Financial is a US auto finance company with improving return on equity and an attractive valuation despite short-term rate and loss headwinds.
- Swatch GroupSep 2026Swatch Group is a luxury watchmaker with sales recovery potential, operating leverage, and a low valuation backed by net cash and property.
- Barratt RedrowSep 2026Barratt Redrow is a UK housebuilder with a resettable land bank, net cash, and valuation upside if margins normalise over time.