Overstone All Cap Value Fund
A focussed global equity strategy with a classic, contrarian value approach that can invest across the market cap spectrum.
Investment objective
The Fund’s objective is to achieve income and capital growth, (net of fees) over the longer term (i.e. 5 years or more). The Fund seeks to achieve this objective through investment in a global portfolio. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.
Fund particulars
| Launch date | 06 December 2011 |
|---|---|
| Domicile | United Kingdom |
| Structure | UCITS |
| Base currency | GBP |
| Dealing | Daily |
| Min. investment | £10,000 |
| Benchmark | MSCI All Countries World Value |
From the inception of the strategy on 6th December 2011 to 31st March 2025 the primary benchmark was the MSCI World High Dividend Yield, and from the 31st March 2025 the primary benchmark was MSCI All Country World (ACWI) Value Index.
Portfolio manager
Samuel Ziff
Samuel Ziff
Sam Ziff joined OP in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He manages the global equity and global equity income portfolios, and contributes to the overall investment selection.
Latest publications
Latest publications
Global All Cap Value Strategy
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Commentary
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