- Chairman’s report The Fund sold Altamir and car-carrier operators as tender terms and cyclical shipping risks made redeployment more attractive, while adding investment trusts and a Norwegian oil-services business. It retained concentrated stakes in Standard Chartered, Wilh. Wilhelmsen, Vienna Insurance Group and Danieli, arguing that operating growth and wide discounts to asset value still support the portfolio. 2025 0GX2 DNIYY $4BHOEGF $3.8B
One letter so far. We collect each new one as Overseas Asset Management European Value Fund publishes it.
