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Bpi

1 letter discussing BPI. Everything written about it on this site is on its ticker page.

Oldfield Partners Overstone World All Cap Equity Fund 3Q 2025 Commentary Overstone World All Cap Equity Fund trimmed Barrick after the miner’s management upheaval and unusually wide production margins. It added Ayala Corp. as a double-discount holding company and retained Samsung and SK Inc for lower-valuation AI exposure, while favouring conventional businesses trading below net asset value. 3Q 2025 AYYLF $5.2BB $66BSSNLF $1778T