Hedge Fund - Oldfield Partners

Richard Oldfield Bio, Returns, AUM, Net Worth

Established in November 2004, Oldfield Partners is a London-based hedge fund manager. The firm specializes in managing five distinct equity portfolios: global (including EAFE), global equity income, global smaller companies, and emerging markets.

Richard Oldfield is the founder and executive chairman of Oldfield Partners, a value-oriented asset management firm overseeing over $4 billion in assets. He has a distinguished career in investment management and governance, having served as Chairman of the Oxford University Investment Committee and Oxford University Endowment Management Ltd from its inception in 2007 until 2014. Additionally, he is a director of Witan Investment Trust plc and a trustee of the Royal Marsden Cancer Charity and Canterbury Cathedral Trust. Richard holds a BA (Hons) in History from Oxford University. He is also the author of the investing book Simple but not Easy, published in 2007.

Oldfield Partners LLP is a prominent advisory firm managing discretionary assets totaling $2,895,902,601 for 16 clients, according to their Form ADV dated June 2023. Their Q1 2024 13F filing reported $742,489,148 in managed 13F securities, with the top 10 holdings comprising 90.06% of the total portfolio. The firm's largest holding is Chubb Limited, with 477,500 shares.

Richard Oldfield
Fund Profile
Filing Period:
Fund Name: Oldfield Partners
Manager Richard Oldfield
Portfolio Value $742,489,148
Change This QTR +1.02%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CB 477,500 $123,734,575 -5% 16.66%
2. ARW 822,900 $106,532,634 NEW 14.34%
3. SSNC 1,421,100 $91,476,207 -8% 12.32%
4. DIS 660,800 $80,855,488 -30% 10.88%
5. BRK.A 174,347 $73,316,400 -19% 9.87%