Letters by company

Marston's PLC

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

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