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Richard Oldfield — Institutional Investor Profile | Buyside Digest

Richard Oldfield

Institutional Investor • Oldfield Partners Overstone World All Cap Equity Fund

Value

$53M

Stocks

18 Stocks

Turnover

0.0%

CIK

0001492815EDGAR ↗

Website ↗

Top Holdings

CB(18.16%) ALLY(17.89%) DIS(17.30%) ARW(16.22%) NOV(14.99%)

About Investor

Samuel Ziff serves as Chief Investment Officer and portfolio manager for the Overstone Global Large Cap Fund. He joined Oldfield Partners in 2013 and brings experience from J.P. Morgan Cazenove along with his Oxford University education. Under his management, the fund has delivered strong recent performance with a 1-year return of +41.1% and 3-year annualized return of 13.4% as of January 2026. The fund maintains attractive valuation metrics with a forward P/E ratio of 11.5 compared to the benchmark MSCI World's 21.7, while offering a higher forward dividend yield of 3.1%. Ziff works within a team-oriented culture described as investment-led, collegiate, supportive, founded on intellectual curiosity and focused on long-term results. He operates within Oldfield Partners' framework of serving endowment funds, pension funds, charities, family offices, and high net worth individuals through their contrarian value investing approach.

Investor Philosophy

Investment philosophy details pending verification.

Richard Oldfield Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
CB	None	Chubb	Financials	$75.3M	18.2%	No Change
ALLY	None	Ally Financial	Financials	$74.2M	17.9%	No Change
DIS	None	The Walt Disney Company	Communication Services	$71.8M	17.3%	No Change
ARW	None	Arrow Electronics	Information Technology	$67.3M	16.2%	No Change
NOV	None	NOV Inc.	Energy	$62.2M	15.0%	No Change
LEA	None	Lear Corporation	Consumer Discretionary	$51.1M	12.3%	No Change
CROX	None	Crocs, Inc.	Consumer Discretionary	$2.4M	0.6%	No Change
ALGT	None	Allegiant Travel	Industrials	$1.5M	0.4%	No Change
PBR.A	None	Petrobras Pref ADR	General	$1.3M	0.3%	No Change
BVN	None	Compañía de Minas Buenaventura S.A.A.	General	$1.3M	0.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Financials36.2%

Communication Services17.3%

Information Technology16.4%

Energy15.0%

Consumer Discretionary12.9%

Sector	Stocks	Value	Exposure
Financials	3	$150.3M	36.2%
Communication Services	1	$71.8M	17.3%
Information Technology	2	$67.8M	16.4%
Energy	1	$62.2M	15.0%
Consumer Discretionary	2	$53.5M	12.9%
General	5	$5.7M	1.4%
Industrials	1	$1.5M	0.4%
Consumer Defensive	1	$1.2M	0.3%
Consumer Staples	2	$787K	0.2%