Overstone Global Equity Fund
A focussed global equity strategy with a classic, contrarian value approach to building long-term value.
Investment objective
The Fund will attempt to achieve over the long term a total return in excess of that of the MSCI World Index (with net dividends reinvested) through investment in a concentrated portfolio of equities of predominantly large companies, selected from all the major markets and to a lesser extent from some emerging markets, worldwide. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies. The average market capitalisation of companies represented within the Fund is likely to be more than US$20 billion.
Fund particulars
| Launch date | 01 June 2005 |
|---|---|
| Domicile | Ireland |
| Structure | QIAIF |
| Base currency | USD |
| Dealing | Daily |
| Min. investment | €100,000 |
| Benchmark | MSCI World |
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 Equities Strategy
Latest publication
Thank you for your enquiry!
We will be in contact with you soon.
Commentary
Please click here to read this quarter's commentary.
Commentary
Commentary
Commentary
Commentary
Commentary