The Team

Richard Oldfield
(born 1955) was chief executive of Alta Advisers Ltd. from 1997 to March, 2005. Before joining Alta in 1996 he was a director of Mercury Asset Management plc andhead of the global team. He joined the S.G. Warburg & Co./Mercury group in 1977 on graduating from Oxford. He is chairman of Keystone Investment Trust plc and of the Oxford University investment committee. 
Claus Anthon
(born 1957) was at Merrill Lynch Investment Managers (“MLIM”), formerly Mercury Asset Management, for 17 years. He was a director and European portfolio manager, and a member of the specialist team; and earlier a member of the global team headed by Richard Oldfield. He joined Oldfield in March, 2005. He has a degree from Handelsskolen, Copenhagen. Claus manages European equity portfolios as well as contributing to investment selection for the global funds. 
Jamie Carter
(born 1976) joined MLIM in 1998, leaving to join Oldfield in March, 2005. At MLIM he was initially a fund administrator and later a product specialist, responsible for the sales, marketing and client relationships of the global equity team. He graduated from Loughborough University. Jamie assists Richard Oldfield with the management of Overstone Opportunity Multi Fund and is also responsible for client relationships and marketing. 
Nigel Waller
(born 1968) was at MLIM, and Mercury for 13 years. He was a director and portfolio manager on the global team. Previously he had been a member of the global team in 1994 when Richard Oldfield was its head. During his time at MLIM he was also a member of the emerging markets and European teams in London and, from 1997 to 1999, the Asia team in Singapore. He joined Oldfield in April, 2005. He graduated from City University. Nigel manages the smaller companies equity funds as well as contibuting to investment selection for the global funds.
Robert White
(born 1952) joined Oldfield Partners in August 2007 from Dalton Strategic Partnership where he was responsible for Japanese Funds. During a career that began at S.G.Warburg & Co./Mercury group in 1976, he has held various senior positions in the securities and investment industry all dealing with the Japanese market. He has a degree in Japanese and economics and has lived in Japan on five separate occasions. He is a director of the JP Morgan Fleming Japanese Smaller Companies Investment Trust Plc. Robert runs Japanese equity portfolios and contributes to the investment selection for the global funds.
Tom Taylor
Tom Taylor (born 1971) joined Oldfield Partners in June 2008 from Alta Advisers Ltd. In 1999 he joined Alta Advisers, then headed by Richard Oldfield, and was responsible for managing emerging market equities portfolios. Before this he was an investment analyst at Adam & Co., based in Edinburgh. He graduated from St. Andrews University and Stirling University. Tom manages the emerging market portfolios and contributes to the investment selection for the global funds.

David Jones
David Jones (born 1959) joined Oldfield Partners in March 2008. He was previously a Managing Director at UBS, which he left in February 2007. Previous roles include Head of US Equities for S.G. Warburg New York, Global Co-head of Communications and Marketing at S.B.C Warburg and Global C.O.O., Equities Research at UBS. David is responsible for client relationships and marketing. He is part of the investment team.
