European Equities

European equity portfolios are managed by Claus Anthon who has over 25 years investment experience, the bulk of which (21 years) was gained at the SG Warburg/Mercury Asset Management Group where he ran higher performance mandate European equity portfolios.

The portfolio is invested in companies with a market capitalisation above US$1billion. The investment approach is the same as that of other portfolios managed by Oldfield Partners: long only, concentrated (15-25 holdings), index-ignorant, anti-short-term and contrarian.

For more detailed information on our European equity portfolios including the performance history, you need to access the password protected area of this website.

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.