Oldfield began operations in March, 2005, and has around $6bn under management for endowment funds, pension funds, charities, family offices, and high net worth individuals. The firm manages equity portfolios of six types: global (including global equity income), global ex-US, global smaller companies, European, Japanese and emerging markets.  It also has a manager of equity managers strategy.

The executive partners are Richard Oldfield, Claus Anthon, Jamie Carter, Chris Driver, Richard Garstang, Andrew Goodwin, David Jones, Tom Taylor, Nigel Waller and Robert White.

If you require information on Oldfield Partners or any of our strategies, either contact us or click on the strategy specific pages shown in the menu at the top of this page, which contain a brief summary of the investment approach.

Stewardship

To view the Oldfield Partners statement of compliance with the UK Stewardship Code, please click here.

 

Further detail on the performance history, newsletters and information about the portfolios we manage are contained in the restricted section of this website.To request the password, CLICK HERE and follow the instructions.

• Oldfield manages equity portfolios with a distinctive approach: a limited number of holdings, long-only, no leverage, value-focussed, index-ignorant, suspicious of short-termism.
• Oldfield also has an eclectic manager of equity managers strategy.
• Oldfield is owned 77% by the executive partners and 23% by others including Lisbet Rausing, Sigrid Rausing, and interests of Lord Rothschild.

Click here to order Richard Oldfield’s ‘slightly autobiographical and heavily biased book about investing’