Letters by company
Barratt Redrow plc
3 letters discussing BTRW. Everything written about it on this site is on its ticker page.
- Oldfield Partners Overstone World All Cap Equity Fund 2Q 2026 Commentary Overstone World All Cap Equity Fund sold Samsung and SK Inc. too early, while retaining Stellantis and Barratt Redrow on the view that restructurings, low valuations and durable industry economics are underappreciated. The fund views easyJet’s recommended takeover price as failing to reflect its fleet, landing slots and profit potential. 2Q 2026 BTRW $5.8BESYJY $5.2BSTLA $13B
- Oldfield Partners Overstone World All Cap Equity Fund July 2026 Commentary Overstone World All Cap Equity Fund argues that extreme AI-related valuations and narrowing market leadership resemble conditions preceding prior reversions to the mean. It finds opportunity in depressed UK equities, particularly globally exposed Rio Tinto and Diageo and domestically focused Marston’s and Barratt Redrow. July 2026 SPCX
- 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
