Global Equities

Global equity portfolios are managed, with the help of the investment team, by Richard Oldfield in the same way as he managed global equity portfolios at Alta Advisers between 1997 and 2005.

The portfolios invest globally in large companies. The investment approach is long only, concentrated (15-25 holdings), index-ignorant, suspicious of short-termisim and with a focus on valuations.

For more detailed information on our global 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.