OLDFIELD PARTNERS LLP Overview

Oldfield Partners Llp is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 24 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 21% of the manager's regulatory AUM.

OLDFIELD PARTNERS LLP StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OLDFIELD PARTNERS LLP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABX 19.14% Materials -12.69% -3.58% 1 17%
C 17.01% Financials 27.54% -0.43% 0 24%
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FEATURED IN
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OLDFIELD PARTNERS LLP Founders and Key Employees

Name Title In Position Since
Nigel Waller Partner March-2005
Richard Oldfield Designated Member / Partner / Executive Chairman March-2005
Claus Anthon Partner March-2005
Jamie Carter Partner, Chief Executive March-2005
Robert N. White Partner October-2008
Thomas R. Taylor Partner June-2008
John G. Mcewing Chief Compliance Officer April-2011
Christopher Driver Partner December-2012
Andrew Goodwin Partner March-2013
Richard S. Garstang Partner December-2012
David F. Jones Partner December-2012

OLDFIELD PARTNERS LLP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

OLDFIELD PARTNERS LLP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Methods of Analysis and Investment Strategies - On a regular basis, the investment team studies the MSCI Blue Book, which provides a summary of valuation, balance sheet and performance data. As a result of this manual screen (which is supported by occasional, non- routine, use of mechanical screens by certain criteria), the team focuses more closely on a number of companies which appear superficially interesting.

In addition, the team reads various business related newspapers and publications. Events, incidents and results again highlight a company or a group of companies on which they focus more closely. Further research is then carried out. This includes a review of Bloomberg data, company reports and brokers’ notes. The findings are then discussed by the team.

In addition to the sources described above, the team makes use of certain consulting services, such as 13D and GaveKal. T...
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OLDFIELD PARTNERS LLP Portfolio Concentration

OLDFIELD PARTNERS LLP Location

130 BUCKINGHAM PALACE ROAD
LONDON, UNITED KINGDOM, SW1W 9SA

OLDFIELD PARTNERS LLP Contact Information

Phone Number: 44 20 7259 1000
Fax Number: 44 20 7259 1010
Website:

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