Oldfield Partners CIO Sam Ziff joins the Strand Global Macro podcast to explore the journey from analyst to portfolio manager, addressing how great investment ideas are generated and refined. Discover the mindset and discipline behind concentrated value investing, including how to maintain a rigorous margin of safety in complex markets.
As global trade fractures, tariffs and industrial policy are quietly reshaping cost structures. Portfolio Manager Sam Ziff asks not whether tariffs help or hinder growth, but who wins. The answer could lie in sectors like steel, chemicals, and autos, where attractive valuations may finally meet a powerful new catalyst.
Richard Garstang, co-PM for the International Strategy presented at Value Invest New York. Showcasing our fundamental, long-term approach, amidst a market focused on AI hype, the presentation focused on portfolio companies Pason and Whitbread.
In this wide-ranging interview with Bogumil Baranowski on Talking Billions, Richard Oldfield draws on the key points made in his book, pressing on the case for a patient approach to active management. Now available in full across Spotify, Apple, YouTube, and Substack. Click here for access.
UK equities are priced for disappointment, yet history shows low expectations can create opportunity. Portfolio Manager Harry Fraser explores why even modest improvement can drive performance. Read on to see where we find opportunity in the UK today.
Rising Chinese competition and margin pressure are reshaping the automotive industry. Portfolio Manager Christopher Ohm examines the impact on European automakers and how Oldfield Partners is investing through resilient supply-chain businesses and incumbent recovery.
This quarter Richard Oldfield reflects on the futility of forecasting and explains why we instead rely on valuations as our barometer, suggesting the atmospheric conditions for what we do are looking good.
In a recent Insight piece published by Investment Week, Emerging Market Portfolio Manager Charles Sunnucks explores how conglomerate valuation discounts have decoupled from net asset value (NAV), and the investment opportunity we believe has emerged as a result.
We’re delighted to share Richard Oldfield’s recent discussion on The Manual of Ideas. In conversation with Alex Gilchrist “Richard shares key insights from his long career as one of the UK’s most celebrated value investors. He argues that true value investing is “in the blood” — a fundamental, curmudgeonly inclination toward the cheap and unloved, rather than just a learned technique”.
A slightly autobiographical and heavily biased book about investing.
The Playbook introduces you to the industry-standard tools used by professionals globally to value companies and their shares.
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