LongALGTSep 2026
Allegiant Travel Company
Allegiant has faced lower airline profit forecasts after jet fuel prices jumped, but the fund highlights continued business execution. Its merger with Sun Country combines two…
Overstone Global All Cap Value Fund
Global all-cap value equities focused on discounted normalized profits and diversified fundamental risks.4 published ideas
Oldfield Partners LLP is a London-based, FCA-regulated investment manager. Its Overstone funds apply fundamental stock selection and valuation discipline, seeking unloved businesses with attractive normalized earnings potential. Holdings and risk exposures are evaluated at the company and portfolio levels.
Ideas from Overstone Global All Cap Value Fund
LongALLYSep 2026
Ally Financial Inc.
Ally's second-quarter results were satisfactory, although management expects a roughly flat third-quarter net interest margin. Stellantis recall lease losses of about $20 million…
LongUHRSep 2026
The Swatch Group AG
Swatch has suffered a prolonged luxury-market slowdown, particularly in China, with first-half operating margins at 1.7%. However, constant-currency revenue increased 8.5%…
LongBTRWSep 2026
Barratt Redrow plc
Barratt is a new purchase because the market appears to price in permanently poor UK housebuilding profits. Shares trade at just 0.6 times book versus a 30-year average near 1.2…
Letters covered
- Overstone Global All Cap Value Fund 3Q 2026 CommentarySeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.