Overstone Global Equity Fund
Overstone Emerging Markets Equity Fund
Emerging markets
Sep 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Overstone Global Equity Fund for every strategy.
Its investment theses
- Gruma S.A.B. de C.V.Dec 2025Gruma, S.A.B. de C.V. is a global tortilla and corn flour producer whose compressed valuation and shareholder returns offer upside with downside support.
- Ayala CorporationSep 2025Ayala Corp is an undervalued Philippine conglomerate trading at a 50% discount to its net asset value, supported by its three major holdings in real estate, banking, and telecommunications.