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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Oldfield Partners Overstone World All Cap Equity Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Oldfield Partners' global value fund fell 3.8% in Q1 2026 after strong prior performance. Manager maintains contrarian approach in unpopular sectors, tactically trading ArcelorMittal and holding challenged positions like easyJet despite Gulf War headwinds."
Oldfield Partners' global value fund fell 3.8% in Q1 2026 after strong prior performance. Manager maintains contrarian approach in unpopular sectors, tactically trading ArcelorMittal and holding challenged positions like easyJet despite Gulf War headwinds. Portfolio trades at 10x P/E, focusing on global opportunities outside US amid policy volatility concerns.
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