# Home - Oldfield Partners ## About Us [About Us](https://oldfieldpartners.com/) ## Philosophy [Philosophy](https://oldfieldpartners.com/about-us/our-investment-philosophy/) ## Approach [Approach](https://oldfieldpartners.com/about-us/our-investment-approach/) ## Team [Team](https://oldfieldpartners.com/our-team/) ## Responsible Investment [Responsible Investment](https://oldfieldpartners.com/about-us/responsible-investment/) ## Global Large Cap [Global Large Cap](https://oldfieldpartners.com/fund/overstone-global-equity-fund/) ## Global All Cap [Global All Cap](https://oldfieldpartners.com/fund/overstone-global-all-cap-value-fund/) ## Global Small Cap [Global Small Cap](https://oldfieldpartners.com/fund/overstone-ucits-global-smaller-companies-fund/) ## International [International](https://oldfieldpartners.com/fund/overstone-international-value-fund/) ## Emerging Markets [Emerging Markets](https://oldfieldpartners.com/fund/overstone-emerging-markets-equity-fund/) ## World All Cap [World All Cap](https://oldfieldpartners.com/fund/overstone-world-all-cap-equity-fund/) ## Insights [Insights](https://oldfieldpartners.com/insights/) ## Contact Us [Contact Us](https://oldfieldpartners.com/contact-us/) ## RTS 28 Report – Parent Brokers [RTS 28 Report – Parent Brokers](https://oldfieldpartners.com/wp-content/uploads/2025/03/RTS-28-Report-Parent-Brokers_31-12-2020.csv) ## International [International](https://oldfieldpartners.com/fund/overstone-international-all-cap-select-fund/) ## April 2026 Quarterly Insights by Richard Oldfield – 1Q 2026 ‘When the facts change, I change my mind,’ said John Maynard Keynes. ‘What do you do, sir?’ This quarter Richard Oldfield outlines why recent events haven’t weakened our conviction, they’ve reinforced it. Richard Oldfield [April 2026 Quarterly Insights by Richard Oldfield – 1Q 2026 ‘When the facts change, I change my mind,’ said John Maynard Keynes. ‘What do you do, sir?’ This quarter Richard Oldfield outlines why recent events haven’t weakened our conviction, they’ve reinforced it. Richard Oldfield](https://oldfieldpartners.com/publications/quarterly-insights-by-richard-oldfield-1q-2026/) ## April 2026 Strand Global Macro Talks: In conversation with Sam Ziff 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. Samuel Ziff [April 2026 Strand Global Macro Talks: In conversation with Sam Ziff 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. Samuel Ziff](https://oldfieldpartners.com/publications/talking-billions-richard-oldfield-on-what-it-really-takes-to-invest-well/) ## March 2026 Beyond the Headlines: Winners and Losers in a Tariffed World 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. Samuel Ziff [March 2026 Beyond the Headlines: Winners and Losers in a Tariffed World 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. Samuel Ziff](https://oldfieldpartners.com/publications/beyond-the-headlines-winners-and-losers-in-a-tariffed-world/) ## contact page [contact page](https://oldfieldpartners.com/contact-us) ## Privacy Policy [Privacy Policy](https://policies.google.com/privacy) ## Terms of Service [Terms of Service](https://policies.google.com/terms)