Overstone Global Equity Fund

Global fundamental value equities focused on inexpensive resilient companies and recovery in normalized profits.8 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.

www.oldfieldpartners.com ↗

Ideas from Overstone Global Equity Fund

LongALLYSep 2026

Ally Financial Inc.

Ally's second-quarter results were satisfactory but third-quarter net interest margin will be approximately flat after Stellantis lease losses and a further Fed hike. Its…

All ALLY ideas

LongUHRSep 2026

The Swatch Group AG

Swatch's luxury-watch profits are depressed as demand in China has not yet recovered. Despite a 1.7% first-half operating margin, sales rose 8.5% at constant exchange rates and…

All UHR ideas

LongEZJSep 2026

easyJet plc

The easyJet holding benefited from rival acquisition offers. Castlelake initially proposed 560 pence per share, which the managers considered opportunistic. Apollo then agreed to…

All EZJ ideas

LongBTRWSep 2026

Barratt Redrow plc

The fund recently bought Barratt Redrow, seeing excessive pessimism in UK housebuilding valuations. The company trades at 0.6 times book despite a 30-year history of average 13%…

All BTRW ideas