Overstone Global Equity Income Fund J Acc
| Holding | % |
|---|---|
| IWG PLC | 7.37 % |
| Sanofi SA | 5.34 % |
| Investor AB B | 5.15 % |
| Synchrony Financial | 5.07 % |
| Philip Morris International Inc | 4.75 % |
| Fairfax Financial Holdings Ltd Shs Subord.Vtg | 4.71 % |
| Allergan PLC | 4.26 % |
| Siemens AG | 4.15 % |
| Scandinavian Tobacco Group A/S | 3.95 % |
| Tesco PLC | 3.92 % |
| Region | % |
|---|---|
| United Kingdom | 23.46 % |
| Europe - ex Euro | 21.60 % |
| United States | 19.34 % |
| Eurozone | 17.45 % |
| Japan | 7.06 % |
| Canada | 5.00 % |
| Sector | % |
|---|---|
| Financial Services | 23.57 % |
| Industrials | 17.48 % |
| Consumer Defensive | 15.48 % |
| Energy | 10.81 % |
| Healthcare | 10.19 % |
| Communication Services | 6.53 % |
| Consumer Cyclical | 6.24 % |
Managers
Samuel Ziff
Joined 11/01/2016
Sam joined Oldfield Partners in April 2013. He was previously employed by J.P. Morgan Cazenove working in the UK Industrials Corporate Finance team for a total of 4 years. He graduated from Oxford University. He co-manages the global equity income portfolio and contributes to the overall investment selection.
Richard Garstang
Joined 05/01/2016
Richard joined Oldfield Partners in November 2006. He was previously employed by Man Securities as a research analyst covering the banking and specialty finance sector. He has also worked as a consultant for Deloitte in London and San Francisco. He graduated from St. Andrews University. He co-manages the global equity income portfolio and contributes to the overall investment selection.
Data provided by Morningstar.
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