Description

The Overstone Global Equity Fund is an Irish Qualifying Investor Fund. The fund launched on 1st June 2005 with initial assets of US$86m and had assets of US$1.1bn as at 30th June 2010.

The fund is run by Richard Oldfield, with help from the rest of the investment team. The fund invests worldwide in large companies. The investment approach is long-term in horizon, index-ignorant, suspicious of short-termism and with a focus on valuations. Please see important notes below on Qualifying Investors.

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.

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

Overstone Global Equity Fund is a constituent of Oldfield Partners LLP's global equity composite. The performance of this composite is available by clicking on this link.

We have an equivalent vehicle for US taxpayers - Doddington Global Fund. The latest newsletter is available by clicking here.

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.