Description

A fund of funds, Overstone Opportunity Multi Fund ("OOMF"), is managed by Richard Oldfield and Jamie Carter. OOMF invests in between 6 and 18 funds, eclectically and opportunistically, with the aim of achieving a high return, rather than of controlling volatility. OOMF emphasises funds with an investment philosophy similar to that of Oldfield, in different areas of speciality, sometimes narrow ones. For a detailed description of the philosophy and approach behind the fund, please click on this link.

The fund was launched at the beginning of November 2005 and is established within the same Overstone Fund plc umbrella as the Overstone Global Equity Fund and Overstone European Equity Fund. Please see below for important notes on Qualifying Investors.

Newsletters

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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: Inception Nov Dec

Overstone Opportunity Multi Fund is a constituent of Oldfield Partners LLP's Fund of Funds composite. The performance of this composite is available by clicking on this link.

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

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.