Oldfield Partners LLP

Oldfield began operations in March, 2005, and has over $2bn under management for endowment funds, pension funds, charities, family offices, and high net worth individuals. The firm manages equity portfolios of six types: global, global ex-US, European, Japanese, emerging markets, and global smaller companies. It also manages a fund of equity funds.

The executive partners are Richard Oldfield, Claus Anthon, Jamie Carter, Tom Taylor, Nigel Waller and Robert White.

If you require information on Oldfield Partners or any of our funds, either contact us or click on the fund specific pages shown in the menu at the top of this page, which contain a brief summary of the investment approach and links to the performance history and newsletters.

Newsletters

Each quarter we publish a company newsletter that summarises our latest thoughts and outlook. These newsletters also include performance updates for some of the funds we run.

2009: Q1 Q2 Q3 Q4
2008: Q1 Q2 Q3 Q4
2007: Q1 Q2 Q3 Q4
2006: Q1 Q2 Q3 Q4
2005: Q1 Q2 Q3 Q4

 

Summary
  • Oldfield manages global, European, Japanese and emerging market equity portfolios with a distinctive approach: a limited number of holdings, long-only, no leverage, value-focussed, index-ignorant, suspicious of short-termism.

  • Clients can invest either through funds or, for amounts of more than $100m, through separate portfolios.

  • Oldfield also manages a fund invested eclectically in other equity funds.

  • Oldfield is owned 75% by the executive partners and 25% by others including Lisbet Rausing, Sigrid Rausing, and interests of Lord Rothschild.

 


Click here to order Richard Oldfield's 'slightly autobiographical and heavily biased book about investing'