Overstone Global Equity Fund
Overstone Global Equity Fund
Global
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy and positions in 10 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.
What it bought and sold
Given this re-rating, we have been reducing the position during the quarter.
As this thesis has weakened, we exited the position during the quarter.
We made one new purchase in the quarter Swatch.