LongDRW8Sep 2026
Drägerwerk AG & Co. KGaA
Drägerwerk makes medical and safety equipment for regulated and reliability-critical markets. Sustained R&D investment near 10% of sales supports a durable competitive position…
Overstone UCITS Global Smaller Companies Fund
Global smaller-company value investing emphasizing low valuations, durable franchises and earnings growth.3 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 UCITS Global Smaller Companies Fund
LongHFGSep 2026
HelloFresh SE
HelloFresh has suffered falling meal-kit orders, expensive customer acquisition and difficulties stabilizing ready-to-eat operations. Management is reducing promotion to favor…
LongTOYSep 2026
Spin Master Corp.
The fund initiated Spin Master because the company owns enduring entertainment intellectual property, notably PAW Patrol. Ownership enables the company to monetize toys…
Letters covered
- Overstone UCITS Global Smaller Companies Fund 3Q 2026 CommentarySeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.