Overstone Global Equity Fund
Overstone UCITS Global Smaller Companies Fund
Global Small-cap
Dec 2025 → Dec 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis 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
Following a strong share price performance, we exited the strategy’s position.
However, in 2025, we found one poorly followed stock, SK Square, which had exposure to a key bottleneck in the AI supply chain: memory.