Description

The Overstone European Equity Fund is run 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 Claus ran European equity portfolios. Please see below for important notes on Qualifying Investors.

Newsletters

(Please note that our newsletters are published in 'PDF' format. Should you have trouble opening our newsletters you may need to download Adobe Reader. Use the button at the bottom of this page for this purpose.)

If you wish to receive these newletters via email, please contact us.

2010: Jan Feb Mar Apr May Jun Jul
2009: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2008: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2007: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2006: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2005: Oct Nov Dec

Overstone European Equity Fund is a constituent of Oldfield Partners LLP's European Equity Composite. The performance of this composite is available by clicking on this link.

By clicking on this link you can access an article recently published in Financial News about Claus Anthon and the fund.

Oldfield Partners LLP claims compliance with the Global Investment Performance Standards (GIPS®). HSBC Securities Services has completed a verification of compliance in accordance with the Global Investment Performance Standards (GIPS®) for Oldfield Partners LLP for the period from 1st January 2000 to 31st December 2008. To receive a copy of a GIPS® compliant presentation and/or a list and description of our composites, please contact us.

Qualifying Investors

The Overstone European Fund is an Irish Qualifying Investor Fund. The fund was launched at the beginning of October 2005.

Subscriptions may be made by Qualifying Investors only. A Qualifying Investor is an investor who

(a) is

(i) a natural person with a minimum net worth (which excludes main residence and household goods) in excess of €1,250,000 or

(ii) an institution (being an entity other than a natural person) which either owns/invests on a discretionary basis at least €25,000,000 or its equivalent in other currencies; or has beneficial owners who are qualifying investors in their own right;

and

(b) certifies in writing to the Company that the investor meets the minimum criteria set forth in (a)(i) or (a)(ii) above and is aware of the risks involved in the proposed investment and of the fact that inherent in such investments is the potential to lose all of the sum invested.

The minimum subscription to the fund is the foreign currency equivalent of €250,000.

Should you have any questions or wish to obtain an application form, please contact us.