Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Oldfield Partners rejects macroeconomic forecasting as inherently futile, choosing instead to focus on buying sound, undervalued companies. The manager addresses market volatility by maintaining a concentrated portfolio of twenty to thirty well-diversified stocks. Despite expensive valuations in major indices, polarization has created compelling value opportunities in emerging market conglomerates, global automotive companies, and the UK market.
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Oldfield Partners rejects macroeconomic forecasting as inherently futile, choosing instead to focus on buying sound, undervalued companies. The manager addresses market volatility by maintaining a concentrated portfolio of twenty to thirty well-diversified stocks. Despite expensive valuations in major indices, polarization has created compelling value opportunities in emerging market conglomerates, global automotive companies, and the UK market.
