Barrick Mining CORP

• OP Oldfield Partners Overstone World All Cap Equity Fund 1Q 2026 Commentary ↗ Overstone World All Cap Equity Fund cut ArcelorMittal and Jardine Matheson early in March, then rebuilt its ArcelorMittal position at a lower price. The portfolio retained easyJet and Barrick Mining despite near-term pressures, arguing that depressed valuations outside the US reward a contrarian focus on durable businesses. 1Q 2026 B $66BESYJY $5.2BMT $49B

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