September 2016
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.
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