At Oldfield Partners we are classic value investors. We are both patient and contrarian in our approach. We see two key inefficiencies in modern markets as the short-termism of most of its participants, and the tendency of many investors to hug indices. We believe that those who can take a long-term view and disregard index composition are at an advantage. We run concentrated portfolios, looking to invest in our most interesting investment ideas without reference to an index, and taking a multi-year view. Our investment environment supports our philosophy. Oldfield Partners is independent, owner-managed and built on a foundation of alignment of interest with clients.
Richard Oldfield discusses the case for a patient approach to active management....
Tariffs may disrupt markets, but they can also create valuation opportunities...
Richard Oldfield discusses the importance of valuation discipline during...
Should investors give the UK a second look?
How does value investing swerve forecasting’s flaws?
How are European carmakers responding to falling sales and rising Chinese...
High AI valuations are a risk – where else should investors look?
Will reforms lift Korean equity valuations?