The Overstone Emerging Markets Equity Fund was launched on the 3rd November 2008 and is managed by Tom Taylor. Tom joined Oldfield Partners in June 2008 from Alta Advisers Ltd. where he had worked with Richard Oldfield. Please see below for important notes on Qualifying Investors.

Tom started managing emerging markets portfolios at Alta Advisers Ltd in 2001 and you can view his track record to date by clicking on the link Emerging Markets Equity Composite performance.

If you would like to invest in the fund or wish to meet Tom, please contact us.

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 would like to receive our monthly newsletter by email, please contact us.

We have two newsletters. The first contains the long term performance of our emerging markets composite and the second is written specifically for the Overstone Emerging Markets Equity Fund which was launched on 3rd November 2008.

Emerging Markets Equity Composite Newsletters

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

Overstone Emerging Markets Equity Fund Newsletters

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

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 Emerging Markets Equity Fund is an Irish Qualifying Investor Fund. The fund will be launched on 3rd November 2008.

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.