Overstone Global Equity CCF
A focussed global equity strategy with a classic, contrarian value approach to building long-term value.
Investment objective
The fund seeks to achieve over the long term a total return in excess of that of the MSCI World Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities of large companies whose average market capitalisation is likely to be more than US$20 billion, selected from all the major markets and to a lesser extent from some emerging markets worldwide. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.
Fund particulars
Launch date | 21 March 2012 |
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Domicile | Ireland |
Structure | CCF |
Base currency | USD |
Dealing | Daily |
Min. investment | US$15,000,000 |
Benchmark | MSCI World |
Andrew Goodwin
Nigel Waller
Samuel Ziff
Andrew Goodwin
Andrew joined OP in March 2013. He had previously been employed by SVG Capital in London for seven years managing mainly European equity portfolios. Before joining SVG, he held portfolio management positions at Sovereign Asset Management, American Express Asset Management and Phillips & Drew Fund Management. He graduated from Cambridge University. He co-manages the global equity portfolios and contributes to the overall investment selection.
Latest publications
Latest publications
Nigel Waller
Nigel is one of the founding partners of OP. He was previously at Merrill Lynch Investment Management ('MLIM') for 13 years. He was a director and portfolio manager on the global team. 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 graduated from City University. He is Managing Partner of OP, co-manages the global equity portfolios and contributes to the overall investment selection.
Latest publications
Latest publications
Samuel Ziff
Sam joined OP in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He is Associate Portfolio Manager for the global equities portfolios, co-manages the global equity income portfolios, and contributes to the overall investment selection.
Latest publications
Latest publications
Global Equities Strategy
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