Value Investor Insight

Richard Oldfield
Richard Oldfield
Chair | Partner

Richard Oldfield

Chair | Partner

Richard Oldfield founded Oldfield Partners LLP in 2005, after 9 years as chief executive of a family investment office. Before this, he was director of Mercury Asset Management plc, which he joined in 1977. He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.

He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing, was published by Harriman House in December 2021.

Richard Oldfield
Samuel Ziff
Samuel Ziff
Partner | Portfolio Manager

Samuel Ziff

Partner | Portfolio Manager

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 is CIO, manages the global equity portfolios, and contributes to the overall investment selection.

Samuel Ziff

In this interview with Value Investor Insight, Richard Oldfield and Sam Ziff describe the virtue they still see in low absolute valuations, why they’re comfortable with non-binary potential outcomes, what they learned from investing in a Russian oil company, and why they see unrecognised value today in Swatch, Merck KGaA, ArcelorMittal and RIT Capital Partners.

 

 

 

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