Global equity income portfolios are managed by Nigel Waller who has 17 years of investment experience, the bulk of which was gained at Mercury Asset Management/MLIM.

The portfolio invests globally in large companies and aims to provide a significant level of income which will rise over time, combined with capital appreciation, from a portfolio of equities. We aim to produce a yield of at least 130% of that available from the MSCI World Index.

The investment approach is the same as that of the other portfolios managed by Oldfield Partners: long only, concentrated (25-30 holdings), index-ignorant, suspicious of short-termism and with a focus on valuations. There is additional emphasis placed on dividends and their sustainability.

Further information on the portfolios we manage and our thoughts on the attractions of equity income investing are contained in the password protected section 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.