Oldfield Partners

since 2005
  • 11-50 employees
  • Investment Management

Oldfield Partners

Oldfield Partners LLP ("OP"​), is a boutique fund management firm based in London. The firm manages around US$4 billion for a global client base that includes endowment funds, pension funds, charities, family offices and high net worth individuals.

The firm manages five types of equity portfolio: global (including EAFE), global equity income, global smaller companies, and emerging markets. The strategies share the same investment philosophy based on contrarian bottom up stock selection and patience.

OP manages equity portfolios with a distinctive approach: a limited number of holdings, long-only, no leverage, value-focussed, diversified, index-agnostic and suspicious of short-termism.

Expertise

Value investing, Equities, Investment management, Traditional value , Concentrated portfolios, Long-term investment, Low turnover, Contrarian, Portfolio management, Global Equity, Emerging Markets Equity, Global Smaller Companies Equity, and Global Equity Income

Winds of change
  • 1 month ago

After years of stasis, Europe could be on the cusp of real change. Portfolio Manager Christoph Ohm thinks it deserves a second look.

The Energy Transition: A Journey in Progress
  • 4 months ago

Energy transitions have been an important feature of human history, and today the world is undertaking another major energy transition: the shift from carbon intense  fossil fuels to renewable and...

The Energy Transition: A Work in Progress
  • 4 months ago

Energy transitions have been an important feature of human history, and today the world is undertaking another major energy transition: the shift from carbon intense  fossil fuels to renewable and...

Thoughts from Richard Oldfield
  • 4 months ago

Richard Oldfield introduces the key themes to our OP Insights this quarter, including the US stock market effortlessly climbing a yellow brick road, with the reminder that changes in fortune can be...

Why Valuations Are Key to Success
  • 4 months ago

Plenty has been written on the decoupling between the headline valuations in the US and Europe; in this latest OP Insights, Portfolio Manager Christoph Ohm quantitatively unpacks what has driven th...

OP Insights – EM News in Focus
  • 5 months ago

In our latest OP Insight, EM team member Charles Sunnucks analyses current events and their relevance to our Emerging Markets strategy.

International Women’s Day
  • 1 year ago

With around 200 female fund managers in the UK and 12% global representation, Juliet Marber, Partner & Portfolio Manager, reflects on 37 years in the industry, why she believes women are well suite...

Boiling the Frog
  • 1 year ago

A frog when thrown into boiling water will jump straight out; however, if placed in the pot at room temperature, the frog will be heated up gradually and will end up being boiled alive, so the meta...

Gravity in Financial Markets
  • 1 year ago

International All Cap portfolio managers, Richard Garstang and Christoph Ohm discuss valuations in the US market and why we think now is the time to reconsider international equities.