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Oldfield Partners LLP
Oldfield Partners LLP is a London-based, privately owned boutique investment firm founded in 2004. It is a classic value-focused asset manager overseeing nearly $2.9 billion in assets for a global client base including institutional investors. The firm is led by founder and executive chairman Richard Oldfield and is known for its experienced, collegiate team and rigorous, fundamental research-driven investment process. Oldfield Partners employs around 25 employees and maintains a discrete and patient culture dedicated to long-term investing.
Investment Strategy
Oldfield Partners pursues a classic contrarian value investing strategy, focusing on buying lowly-valued, fundamentally sound companies trading below intrinsic worth. The firm ignores index weights, relying on its own fundamental research to identify high-conviction stock ideas. Portfolios are built for diversification and risk control but always adhere to strict value principles: discipline, patience, and an emphasis on valuations over forecasts. The approach is to capitalize on market inefficiencies created by herd behavior and emotional, short-term market movements, emphasizing deep evaluation to avoid value traps. ESG factors and stewardship are integrated into long-term risk assessments and ongoing engagement with portfolio companies.
Latest 13F Filing Activity
Oldfield Partners LLP filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $291M. The fund increased holdings in Arrow Electrs Inc., Lear Corp., Disney Walt Co. among other positions. Oldfield Partners LLP reduced exposure to SS&C Technologies HLDGS Inc., Chubb Limited, Petroleo Brasileiro SA Petro among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LEA | LEAR CORP | 19.98% | $58.1M | 612,218 | $88.25 | $94.98 | +$4.3M |
D DIS | DISNEY WALT CO | 18.57% | $54.1M | 435,900 | $82.85 | $124.01 | +$452.0K |
C CB | CHUBB LIMITED | 18.28% | $53.2M | 183,700 | $192.56 | $289.72 | -$9.2M |
A ARW | ARROW ELECTRS INC | 16.08% | $46.8M | 367,300 | $128.87 | $127.43 | +$12.5M |
L LUV | SOUTHWEST AIRLS CO | 11.27% | $32.8M | 1,011,000 | $42.85 | $32.44 | -$1.0M |
Industry Allocation
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