OLDFIELD PARTNERS LLP other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Adviser Profile

As of Date:

06/27/2024

Adviser Type:

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company


Number of Employees:

24 9.09%

of those in investment advisory functions:

12 20.00%


Registration:

SEC, Approved, 1/14/2011

AUM:

2,355,842,048 -32.99%

of that, discretionary:

2,355,842,048 -32.99%

Private Fund GAV:

861,879,020 0.61%

Avg Account Size:

168,274,432 -37.77%


SMA’s:

YES

Private Funds:

8 1

Contact Info

44 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 5B 4B 3B 2B 2B 753M
2015 2016 2017 2018 2019 2020 2021 2022

Recent News

Top 5 3rd Quarter Trades of Oldfield Partners LLP
11/10/2022

Related Stocks: NOV, TX, TKC, TLK, ERJ,

gurufocus.com

Oldfield Partners LLP Cuts Portfolio Down to Size in 2nd Quarter
07/13/2022

Related Stocks: TX, INFY, TLK, BRK.B, ERJ,

gurufocus.com

Oldfield Partners adds to team
07/02/2021

Oldfield Partners adds to team Submitted 02/07/2021 - 10:37am Value investment boutique Oldfield Partners (OP) has appointed Tom Underhill, with responsibility for UK business development across the wholesale and institutional channels.  Alongside working with both clients and prospective investors, Underhill will be helping OP expand their reach within the UK ...

Hedge Week


Private Funds Structure

Fund Type Count GAV
Other Private Fund 8 $861,879,020

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
HIGHCLERE INTERNATIONAL INVESTORS - - - - - - 2.2b 2.2b 2.2b 2
KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. - - - - - - 241.8m 241.8m 5.2b 6
SOUND SHORE MANAGEMENT INC - - - - - - 25.2m 25.2m 3.0b 1
STABLE ASSET MANAGEMENT LP - - - - - - 1.1b 1.1b 3.3b 4
BARON CAPITAL MANAGEMENT, INC. - - - - - - 886.3m 886.3m 4.1b 4
GENTRUST - - - - - - 813.8k 813.8k 4.1b 1
TWIN FOCUS CAPITAL PARTNERS, LLC - - - - - - 47.7m 47.7m 3.6b 6
EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC - - - - - - 2.0b 2.0b 2.9b 6
FRANKLIN STREET ADVISORS INC. - - - - - - 150.7m 150.7m 3.5b 5
IPG INVESTMENT ADVISORS, LLC - - - - - - 210.9m 210.9m 3.5b 5

Private Funds



Employees




Brochure Summary

Overview

5 International All Cap Select Strategy The investment objective of the International All Cap Select Strategy (formerly known as the Global ex-US Equity Strategy) is to attempt to achieve, over the long term, a total return in excess of that of the MSCI EAFE Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities, primarily though not exclusively of large companies selected from the major markets (except the U.S.) and to a lesser extent from some emerging markets, worldwide. Smaller Companies Strategy The investment objective of the Smaller Companies Strategy is to attempt to achieve, over the long term, a total return in excess of that of the MSCI World Small and Mid-Cap Index (with net dividends reinvested) through investment in a concentrated portfolio of equity and equity related securities of primarily small and medium sized companies and, to a lesser extent, large sized companies, selected from all the major markets and to a lesser extent from emerging markets worldwide. Emerging Markets Equity Strategy The investment objective of the Emerging Markets Equity Strategy is to attempt to achieve, over the long term, a total return in excess of that of the MSCI Emerging Markets Index (with net dividends reinvested) through investment in a concentrated portfolio of equities of companies from emerging markets and from other markets where it can be demonstrated by the investment manager that the company concerned is overwhelmingly an emerging market related company. Emerging Markets Ex China Equity Strategy The investment objective of the Emerging Markets Ex China Equity Strategy is to attempt to achieve, over the long term, a total return in excess of that of the MSCI Emerging Markets Ex China Index (with net dividends reinvested) through investment in a concentrated portfolio of equities of companies from emerging markets (except China) and from other markets where it can be demonstrated by the investment manager that the company concerned is overwhelmingly an emerging market (ex China) related company. Equity Income Strategy The investment objective of the Equity Income Strategy to achieve an income and some capital growth., (net of fees) over the longer term (i.e. 5 years or more). The Funds The Funds offered by OP are described below. Doddington Global Fund LLC OP is the investment adviser for Doddington Global Fund, LLC (“DGF”), which was formed as a Delaware limited liability company. DGF will not register as an investment company by virtue of Section 3(c)(1) of the Investment Company Act of 1940, as amended (the "1940 Act"). The Managing Member of DGF is Oldfield Partners US LLC, an affiliate of OP. The Managing Member has delegated the day-to-day management of DGF’s investments
to OP. Doddington Emerging Markets Fund LLC OP is the investment adviser for Doddington Emerging Markets Fund, LLC (“DEMF”), which was formed as a Delaware limited liability company. DEMF will not register as an investment company by virtue of Section 3(c)(7) of the Investment Company Act of 1940, as amended (the "1940 Act"). The Managing Member of DEMF is Oldfield Partners US LLC, an affiliate of OP. The Managing Member has delegated the day-to-day management of DEMF’s investments to OP. Doddington International All Cap Select Fund LLC OP is the investment adviser for Doddington International All Select Cap Fund LLC (“DIACSF”), which was formed as a Delaware limited liability company. DIACSF will not register as an investment company by virtue of Section 3(c)(7) of the Investment Company Act of 1940, as amended (the "1940 Act"). The Managing Member of DIACSF is Oldfield Partners US LLC. The Managing Member has delegated the day-to-day management of DIACSF’s investments to OP. Doddington Emerging Markets Ex China Fund LLC OP is the investment adviser for Doddington Emerging Markets Ex China Fund, LLC (“DEMXCF”), which was formed as a Delaware limited liability company. DEMXCF will not register as an investment company by virtue of Section 3(c)(7) of the Investment Company Act of 1940, as amended (the "1940 Act"). The Managing Member of DEMXCF is Oldfield Partners US LLC, an affiliate of OP. The Managing Member has delegated the day-to-day management of DEMXCF’s investments to OP. Overstone Fund Public Limited Company OP is the investment manager to The Overstone Fund Public Limited Company (“Overstone”). Overstone is organized under the laws of Ireland. It is organized as an umbrella entity for the following active sub-funds:
• Overstone Global Equity Fund Overstone Global ex U.S. Equity Fund
• Overstone Emerging Markets Equity Fund Overstone UCITS Fund Public Limited Company OP is the investment manager to Overstone UCITS Fund Public Limited Company (“Overstone UCITS”). Overstone UCITS is organized under the laws of Ireland. It is organized as an umbrella entity for the following active sub-funds:
• Overstone EAFE Equity Fund
• Overstone UCITS Global Smaller Companies Fund An investor or prospect in a Fund should refer to the confidential private placement memorandum or prospectus for such pooled investment vehicle for more complete information about the investment objectives and investment restrictions applicable to such pooled investment vehicle. OP has entered into “side letters” or similar agreements with certain investors in the Funds granting the investor certain specific rights, benefits, or privileges that are not made available