Letters by company

Sk

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

Oldfield Partners Overstone World All Cap Equity Fund 4Q 2025 Commentary Overstone World All Cap Equity Fund retained exposure to Samsung, SK, ArcelorMittal, Jardine Matheson, Aberdeen and Barrick Mining while selling Lloyds Banking. The portfolio argues that US policy volatility and concentrated index ownership are reviving diversification demand, while neglected traditional businesses retain modest valuations. 4Q 2025 JMHLY $16B