Overstone International All Cap Select Fund
A focussed international all cap select strategy with a classic, contrarian approach to building long term value. (Formerly the Overstone Global ex US Equity Fund)
Investment objective
The Fund will 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, across a mixture of large, medium, and smaller capitalisation companies, selected from the major markets (except the U.S.) 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.
Fund particulars
| Launch date | 01 June 2006 |
|---|---|
| Domicile | Ireland |
| Structure | QIAIF |
| Base currency | USD |
| Dealing | Daily |
| Min. investment | €100,000 |
| Benchmark | MSCI EAFE |
Richard Garstang
Christoph Ohm
Richard Garstang
Richard joined OP in November 2006. He was previously employed by Man Securities as a research analyst covering the banking and specialty finance sector. He has also worked as a consultant for Deloitte in London and San Francisco. He graduated from St. Andrews University and is a CFA Charterholder. He co-manages the international all cap select portfolios, and contributes to the overall investment
Latest publications
Latest publications
Christoph Ohm
Christoph joined OP in August 2015. He previously worked as an analyst at Marlborough Partners, providing financing advice to private equity firms. Before that, he worked in the valuation team at Duff & Phelps. He graduated from Aston Business School and Free University of Berlin, and is a CFA Charterholder. He co-manages the international all cap select portfolios, and contributes to the overall investment selection.
Latest publications
Latest publications
International All Cap Select Equities Strategy
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Commentary
Quarterly Portfolio Performance
The fund rose 7.6% in the third quarter of 2024 while the MSCI EAFE Index rose 7.3%. The largest contributors and detractors to the fund return are shown below.