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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Overstone Global Equity Fund

Overstone Global All Cap Value Fund

Global Value

Sep 2025 → Dec 2025

Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 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

  • Exor N.V.Dec 2025Exor is a diversified holding company with aligned management, a strong compounding track record, and a share price trading at a large discount to its sum-of-the-parts value.
  • The Swatch Group AGDec 2025The Swatch Group is a Swiss watchmaker with significant tangible assets and operating leverage potential, trading at a valuation implying substantial upside to intrinsic value.
  • CK Hutchison Holdings LimitedSep 2025CK Hutchinson is an undervalued conglomerate with a diversified portfolio of attractive assets trading at historically low multiples, making it a compelling investment opportunity.

Every letter

2025

  • December 2025

Other Overstone Global Equity Fund strategies

  • Overstone Emerging Markets Equity Fund1
  • Overstone Global Equity Fund1
  • Overstone International Value Fund1
  • Overstone UCITS Global Smaller Companies Fund1
  • Overstone World All Cap Equity Fund1
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